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 | $225,323 | $211,958+6.3% | $169,463+33.0% | $135,375+66.4% |
| Participation rate | 83.3% | 82.6%+0.7pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -4.16% | 3.26%-7.4pp | 1.83%-6.0pp | 519.73%-523.9pp |
| Employer contribution / active EE | $0 | $5,120-100.0% | $4,159-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,868 | $6,075-3.4% | $5,277+11.2% | $5,609+4.6% |
| Admin fee / account holder | $2,019 | $11,471-82.4% | $9,109-77.8% | $10,827-81.4% |