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 | $66,865 | $71,883-7.0% | $86,677-22.9% | $68,494-2.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -17.58% | 3.52%-21.1pp | 35.91%-53.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,748 | $2,173+26.5% | $2,836-3.1% | $2,596+5.8% |
| Participant deferral / active EE | $4,524 | $3,779+19.7% | $4,656-2.8% | $4,027+12.3% |
| Admin fee / account holder | $6,050 | $6,112-1.0% | $7,493-19.3% | $5,403+12.0% |