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 | $69,562 | $71,883-3.2% | $86,677-19.7% | $68,494+1.6% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.48% | 3.52%-20.0pp | 35.91%-52.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,641 | $2,173-24.5% | $2,836-42.1% | $2,596-36.8% |
| Participant deferral / active EE | $3,520 | $3,779-6.8% | $4,656-24.4% | $4,027-12.6% |
| Admin fee / account holder | $6,702 | $6,112+9.7% | $7,493-10.6% | $5,403+24.0% |