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 | $67,661 | $79,633-15.0% | $93,789-27.9% | $68,494-1.2% |
| Participation rate | 83.8% | 75.4%+8.4pp | 81.0%+2.8pp | 67.9%+15.9pp |
| Annual return | -14.22% | -0.10%-14.1pp | -11.33%-2.9pp | -7.84%-6.4pp |
| Employer contribution / active EE | $0 | $3,665-100.0% | $4,323-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,178 | $5,158-38.4% | $6,094-47.9% | $4,027-21.1% |
| Admin fee / account holder | $477 | $6,871-93.1% | $7,195-93.4% | $5,403-91.2% |