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 | $43,803 | $158,817-72.4% | $121,196-63.9% | $135,375-67.6% |
| Participation rate | 88.2% | 79.3%+8.9pp | 71.7%+16.5pp | 82.6%+5.6pp |
| Annual return | -8.86% | -0.64%-8.2pp | 16.93%-25.8pp | 519.73%-528.6pp |
| Employer contribution / active EE | $1,574 | $5,665-72.2% | $4,022-60.9% | $4,779-67.1% |
| Participant deferral / active EE | $2,295 | $4,005-42.7% | $3,344-31.4% | $5,609-59.1% |
| Admin fee / account holder | $11,033 | $6,512+69.4% | $5,019+119.8% | $10,827+1.9% |