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 | $65,862 | $94,529-30.3% | $140,016-53.0% | $64,186+2.6% |
| Participation rate | 71.4% | 84.1%-12.7pp | 87.5%-16.1pp | 69.6%+1.9pp |
| Annual return | -2.55% | 7.77%-10.3pp | 651.12%-653.7pp | 7.63%-10.2pp |
| Employer contribution / active EE | $2,368 | $3,812-37.9% | $5,606-57.7% | $2,381-0.5% |
| Participant deferral / active EE | $4,638 | $5,250-11.7% | $6,927-33.0% | $3,470+33.7% |
| Admin fee / account holder | $685 | $6,741-89.8% | $10,705-93.6% | $4,888-86.0% |