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 | $161,040 | $167,307-3.7% | $143,757+12.0% | $134,475+19.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.88% | 0.46%-19.3pp | -0.04%-18.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $6,027 | $5,619+7.3% | $4,951+21.7% | $4,740+27.2% |
| Participant deferral / active EE | $7,297 | $6,446+13.2% | $5,637+29.4% | $6,400+14.0% |
| Admin fee / account holder | $403 | $18,088-97.8% | $14,673-97.3% | $11,426-96.5% |