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 9-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 | $66,879 | $64,707+3.4% | $112,228-40.4% | $68,494-2.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -15.07% | -11.40%-3.7pp | 27.45%-42.5pp | -7.84%-7.2pp |
| Employer contribution / active EE | $3,054 | $2,746+11.2% | $3,635-16.0% | $2,596+17.6% |
| Participant deferral / active EE | $4,182 | $3,565+17.3% | $4,728-11.6% | $4,027+3.8% |
| Admin fee / account holder | $3,351 | $5,232-35.9% | $6,410-47.7% | $5,403-38.0% |