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 | $60,268 | $73,004-17.4% | $90,749-33.6% | $68,494-12.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -15.20% | -13.81%-1.4pp | -12.16%-3.0pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,904 | $2,193-13.2% | $2,921-34.8% | $2,596-26.7% |
| Participant deferral / active EE | $2,593 | $3,627-28.5% | $4,564-43.2% | $4,027-35.6% |
| Admin fee / account holder | $3,943 | $5,896-33.1% | $8,445-53.3% | $5,403-27.0% |