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 | $35,471 | $66,302-46.5% | $110,238-67.8% | $56,287-37.0% |
| Participation rate | 70.1% | 74.9%-4.8pp | 79.8%-9.7pp | 69.9%+0.2pp |
| Annual return | -2.51% | -1.18%-1.3pp | 314.74%-317.2pp | -9.96%+7.5pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,826-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,249 | $3,381-33.5% | $4,672-51.9% | $3,350-32.9% |
| Admin fee / account holder | $2,158 | $698+208.9% | $8,547-74.8% | $521+314.2% |