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 | $191,436 | $211,958-9.7% | $169,463+13.0% | $135,375+41.4% |
| Participation rate | 83.3% | 82.6%+0.7pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -6.53% | 3.26%-9.8pp | 1.83%-8.4pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,985 | $5,120-61.2% | $4,159-52.3% | $4,779-58.5% |
| Participant deferral / active EE | $8,934 | $6,075+47.1% | $5,277+69.3% | $5,609+59.3% |
| Admin fee / account holder | $2,894 | $11,471-74.8% | $9,109-68.2% | $10,827-73.3% |