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 | $49,631 | $43,327+14.5% | $59,878-17.1% | $64,186-22.7% |
| Participation rate | 76.9% | 69.2%+7.8pp | 74.7%+2.2pp | 69.6%+7.4pp |
| Annual return | -3.90% | -1.55%-2.4pp | 3.46%-7.4pp | 7.63%-11.5pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,347 | $2,546+70.7% | $3,402+27.8% | $3,470+25.3% |
| Admin fee / account holder | $21,254 | $3,005+607.3% | $3,590+492.0% | $4,888+334.8% |