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 | $49,111 | $81,900-40.0% | $119,609-58.9% | $68,494-28.3% |
| Participation rate | 76.5% | 71.9%+4.6pp | 79.3%-2.8pp | 67.9%+8.6pp |
| Annual return | -9.57% | -23.82%+14.3pp | -14.97%+5.4pp | -7.84%-1.7pp |
| Employer contribution / active EE | $1,812 | $2,693-32.7% | $4,232-57.2% | $2,596-30.2% |
| Participant deferral / active EE | $3,469 | $4,148-16.4% | $5,602-38.1% | $4,027-13.8% |
| Admin fee / account holder | $2,146 | $6,582-67.4% | $10,323-79.2% | $5,403-60.3% |