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 | $64,423 | $42,383+52.0% | $76,523-15.8% | $64,186+0.4% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -8.48% | -16.54%+8.1pp | -0.27%-8.2pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,667 | $1,563+6.6% | $2,647-37.0% | $2,381-30.0% |
| Participant deferral / active EE | $1,909 | $2,566-25.6% | $3,835-50.2% | $3,470-45.0% |
| Admin fee / account holder | $629 | $3,198-80.3% | $4,848-87.0% | $4,888-87.1% |