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 | $69,632 | $54,726+27.2% | $68,793+1.2% | $64,186+8.5% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -2.88% | -1.62%-1.3pp | -4.63%+1.7pp | 7.63%-10.5pp |
| Employer contribution / active EE | $3,833 | $1,846+107.6% | $2,625+46.0% | $2,381+61.0% |
| Participant deferral / active EE | $2,106 | $2,626-19.8% | $3,311-36.4% | $3,470-39.3% |
| Admin fee / account holder | $7,159 | $4,027+77.8% | $5,131+39.5% | $4,888+46.5% |