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 | $151,614 | $92,222+64.4% | $76,768+97.5% | $135,375+12.0% |
| Participation rate | 82.4% | 79.8%+2.6pp | 77.0%+5.4pp | 82.6%-0.3pp |
| Annual return | -6.09% | 5.46%-11.6pp | 2.43%-8.5pp | 519.73%-525.8pp |
| Employer contribution / active EE | $2,591 | $3,216-19.4% | $2,485+4.3% | $4,779-45.8% |
| Participant deferral / active EE | $4,278 | $4,509-5.1% | $3,852+11.1% | $5,609-23.7% |
| Admin fee / account holder | $3,925 | $10,748-63.5% | $6,675-41.2% | $10,827-63.7% |