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 | $148,259 | $167,484-11.5% | $151,611-2.2% | $134,475+10.3% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -10.55% | 7.80%-18.4pp | 3.33%-13.9pp | 417.96%-428.5pp |
| Employer contribution / active EE | $3,281 | $6,829-52.0% | $6,166-46.8% | $4,740-30.8% |
| Participant deferral / active EE | $7,585 | $8,986-15.6% | $8,363-9.3% | $6,400+18.5% |
| Admin fee / account holder | $8,710 | $13,783-36.8% | $11,616-25.0% | $11,426-23.8% |