See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,502 | $54,350-38.4% | $82,719-59.5% | $68,494-51.1% |
| Participation rate | 83.3% | 63.9%+19.4pp | 72.6%+10.8pp | 67.9%+15.4pp |
| Annual return | -11.68% | -13.67%+2.0pp | 701.18%-712.9pp | -7.84%-3.8pp |
| Employer contribution / active EE | $720 | $2,218-67.6% | $3,009-76.1% | $2,596-72.3% |
| Participant deferral / active EE | $3,170 | $3,246-2.4% | $4,395-27.9% | $4,027-21.3% |
| Admin fee / account holder | $3,086 | $4,395-29.8% | $5,329-42.1% | $5,403-42.9% |