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 | $67,115 | $64,707+3.7% | $112,228-40.2% | $68,494-2.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -13.76% | -11.40%-2.4pp | 27.45%-41.2pp | -7.84%-5.9pp |
| Employer contribution / active EE | $1,257 | $2,746-54.2% | $3,635-65.4% | $2,596-51.6% |
| Participant deferral / active EE | $4,044 | $3,565+13.5% | $4,728-14.5% | $4,027+0.4% |
| Admin fee / account holder | $517 | $5,232-90.1% | $6,410-91.9% | $5,403-90.4% |