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 | $68,531 | $71,883-4.7% | $86,677-20.9% | $68,494+0.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.10% | 3.52%-19.6pp | 35.91%-52.0pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,798 | $2,173-17.3% | $2,836-36.6% | $2,596-30.8% |
| Participant deferral / active EE | $4,146 | $3,779+9.7% | $4,656-10.9% | $4,027+2.9% |
| Admin fee / account holder | $5,740 | $6,112-6.1% | $7,493-23.4% | $5,403+6.2% |