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 | $64,666 | $43,327+49.3% | $59,878+8.0% | $64,186+0.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -6.97% | -1.55%-5.4pp | 3.46%-10.4pp | 7.63%-14.6pp |
| Employer contribution / active EE | $2,995 | $2,028+47.6% | $2,722+10.0% | $2,381+25.8% |
| Participant deferral / active EE | $3,822 | $2,546+50.1% | $3,402+12.3% | $3,470+10.2% |
| Admin fee / account holder | $3,799 | $3,005+26.4% | $3,590+5.8% | $4,888-22.3% |