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 | $67,416 | $64,707+4.2% | $112,228-39.9% | $68,494-1.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -18.04% | -11.40%-6.6pp | 27.45%-45.5pp | -7.84%-10.2pp |
| Employer contribution / active EE | $2,883 | $2,746+5.0% | $3,635-20.7% | $2,596+11.0% |
| Participant deferral / active EE | $3,158 | $3,565-11.4% | $4,728-33.2% | $4,027-21.6% |
| Admin fee / account holder | $4,071 | $5,232-22.2% | $6,410-36.5% | $5,403-24.7% |