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 | $50,635 | $71,883-29.6% | $86,677-41.6% | $68,494-26.1% |
| Participation rate | 76.0% | 72.2%+3.8pp | 76.6%-0.5pp | 67.9%+8.2pp |
| Annual return | -15.41% | 3.52%-18.9pp | 35.91%-51.3pp | -7.84%-7.6pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,577 | $3,779-31.8% | $4,656-44.6% | $4,027-36.0% |
| Admin fee / account holder | $16,652 | $6,112+172.5% | $7,493+122.2% | $5,403+208.2% |