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 | $164,193 | $211,958-22.5% | $169,463-3.1% | $135,375+21.3% |
| Participation rate | 73.3% | 82.6%-9.3pp | 77.8%-4.4pp | 82.6%-9.3pp |
| Annual return | -8.21% | 3.26%-11.5pp | 1.83%-10.0pp | 519.73%-527.9pp |
| Employer contribution / active EE | $3,965 | $5,120-22.6% | $4,159-4.7% | $4,779-17.0% |
| Participant deferral / active EE | $9,732 | $6,075+60.2% | $5,277+84.4% | $5,609+73.5% |
| Admin fee / account holder | $2,037 | $11,471-82.2% | $9,109-77.6% | $10,827-81.2% |