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 | $152,662 | $211,958-28.0% | $169,463-9.9% | $135,375+12.8% |
| Participation rate | 80.0% | 82.6%-2.6pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -6.54% | 3.26%-9.8pp | 1.83%-8.4pp | 519.73%-526.3pp |
| Employer contribution / active EE | $4,737 | $5,120-7.5% | $4,159+13.9% | $4,779-0.9% |
| Participant deferral / active EE | $5,055 | $6,075-16.8% | $5,277-4.2% | $5,609-9.9% |
| Admin fee / account holder | $1,465 | $11,471-87.2% | $9,109-83.9% | $10,827-86.5% |