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 | $78,386 | $110,094-28.8% | $151,611-48.3% | $68,494+14.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -13.41% | -10.12%-3.3pp | 3.33%-16.7pp | -7.84%-5.6pp |
| Employer contribution / active EE | $2,439 | $4,471-45.4% | $6,166-60.4% | $2,596-6.1% |
| Participant deferral / active EE | $6,898 | $6,527+5.7% | $8,363-17.5% | $4,027+71.3% |
| Admin fee / account holder | $6,044 | $7,719-21.7% | $11,616-48.0% | $5,403+11.9% |