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 | $71,937 | $73,867-2.6% | $143,757-50.0% | $68,494+5.0% |
| Participation rate | 92.0% | 66.7%+25.3pp | 80.3%+11.7pp | 67.9%+24.1pp |
| Annual return | -16.62% | 1.01%-17.6pp | -0.04%-16.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,038 | $3,184-67.4% | $4,951-79.0% | $2,596-60.0% |
| Participant deferral / active EE | $3,548 | $3,384+4.8% | $5,637-37.1% | $4,027-11.9% |
| Admin fee / account holder | $3,516 | $5,755-38.9% | $14,673-76.0% | $5,403-34.9% |