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 | $162,124 | $211,958-23.5% | $169,463-4.3% | $135,375+19.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.40% | 3.26%-8.7pp | 1.83%-7.2pp | 519.73%-525.1pp |
| Employer contribution / active EE | $3,686 | $5,120-28.0% | $4,159-11.4% | $4,779-22.9% |
| Participant deferral / active EE | $18,428 | $6,075+203.3% | $5,277+249.2% | $5,609+228.6% |
| Admin fee / account holder | $4,074 | $11,471-64.5% | $9,109-55.3% | $10,827-62.4% |