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 | $188,756 | $211,958-10.9% | $169,463+11.4% | $135,375+39.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.28% | 3.26%-7.5pp | 1.83%-6.1pp | 519.73%-524.0pp |
| Employer contribution / active EE | $3,829 | $5,120-25.2% | $4,159-7.9% | $4,779-19.9% |
| Participant deferral / active EE | $7,371 | $6,075+21.3% | $5,277+39.7% | $5,609+31.4% |
| Admin fee / account holder | $4,941 | $11,471-56.9% | $9,109-45.8% | $10,827-54.4% |