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 | $63,703 | $55,230+15.3% | $79,550-19.9% | - |
| Participation rate | 100.0% | 62.4%+37.6pp | 69.5%+30.5pp | - |
| Annual return | -15.89% | -17.05%+1.2pp | 0.16%-16.1pp | - |
| Employer contribution / active EE | $1,414 | $1,304+8.4% | $2,413-41.4% | - |
| Participant deferral / active EE | $3,105 | $2,804+10.7% | $3,985-22.1% | - |
| Admin fee / account holder | $3,790 | $7,320-48.2% | $6,832-44.5% | - |