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 | $68,743 | $71,883-4.4% | $86,677-20.7% | $68,494+0.4% |
| Participation rate | 97.8% | 72.2%+25.5pp | 76.6%+21.2pp | 67.9%+29.9pp |
| Annual return | -15.62% | 3.52%-19.1pp | 35.91%-51.5pp | -7.84%-7.8pp |
| Employer contribution / active EE | $2,811 | $2,173+29.4% | $2,836-0.9% | $2,596+8.3% |
| Participant deferral / active EE | $2,067 | $3,779-45.3% | $4,656-55.6% | $4,027-48.7% |
| Admin fee / account holder | $8,206 | $6,112+34.3% | $7,493+9.5% | $5,403+51.9% |