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 | $154,652 | $211,958-27.0% | $169,463-8.7% | $135,375+14.2% |
| Participation rate | 79.2% | 82.6%-3.5pp | 77.8%+1.4pp | 82.6%-3.5pp |
| Annual return | -4.22% | 3.26%-7.5pp | 1.83%-6.1pp | 519.73%-524.0pp |
| Employer contribution / active EE | $596 | $5,120-88.4% | $4,159-85.7% | $4,779-87.5% |
| Participant deferral / active EE | $7,988 | $6,075+31.5% | $5,277+51.4% | $5,609+42.4% |
| Admin fee / account holder | $7,336 | $11,471-36.0% | $9,109-19.5% | $10,827-32.2% |