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 | $75,809 | $79,633-4.8% | $93,789-19.2% | $68,494+10.7% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.0%+19.0pp | 67.9%+32.1pp |
| Annual return | -16.50% | -0.10%-16.4pp | -11.33%-5.2pp | -7.84%-8.7pp |
| Employer contribution / active EE | $3,424 | $3,665-6.6% | $4,323-20.8% | $2,596+31.9% |
| Participant deferral / active EE | $5,445 | $5,158+5.6% | $6,094-10.7% | $4,027+35.2% |
| Admin fee / account holder | $1,123 | $6,871-83.7% | $7,195-84.4% | $5,403-79.2% |