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 | $43,364 | $142,344-69.5% | $119,609-63.7% | $134,475-67.8% |
| Participation rate | 76.9% | 82.8%-5.9pp | 79.3%-2.3pp | 81.2%-4.3pp |
| Annual return | -19.55% | -12.44%-7.1pp | -14.97%-4.6pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,639 | $5,222-68.6% | $4,232-61.3% | $4,740-65.4% |
| Participant deferral / active EE | $3,475 | $6,469-46.3% | $5,602-38.0% | $6,400-45.7% |
| Admin fee / account holder | $14,471 | $13,584+6.5% | $10,323+40.2% | $11,426+26.6% |