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 | $61,199 | $64,307-4.8% | $57,343+6.7% | $125,391-51.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -1.46% | 25.12%-26.6pp | 24.39%-25.8pp | 282.22%-283.7pp |
| Employer contribution / active EE | $2,713 | $3,193-15.0% | $2,689+0.9% | $4,866-44.2% |
| Participant deferral / active EE | $3,691 | $3,848-4.1% | $3,162+16.7% | $5,352-31.0% |
| Admin fee / account holder | $830 | $5,242-84.2% | $3,356-75.3% | $9,540-91.3% |