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 | $49,331 | $48,265+2.2% | $68,791-28.3% | $68,494-28.0% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -15.50% | -12.71%-2.8pp | -6.38%-9.1pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,778 | $1,829-2.8% | $2,655-33.0% | $2,596-31.5% |
| Participant deferral / active EE | $3,073 | $2,867+7.2% | $3,941-22.0% | $4,027-23.7% |
| Admin fee / account holder | $1,149 | $4,355-73.6% | $4,932-76.7% | $5,403-78.7% |