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 | $171,021 | $105,860+61.6% | $90,749+88.5% | $134,475+27.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -8.03% | -11.01%+3.0pp | -12.16%+4.1pp | 417.96%-426.0pp |
| Employer contribution / active EE | $5,034 | $3,462+45.4% | $2,921+72.3% | $4,740+6.2% |
| Participant deferral / active EE | $9,412 | $5,216+80.5% | $4,564+106.2% | $6,400+47.1% |
| Admin fee / account holder | $705 | $13,938-94.9% | $8,445-91.6% | $11,426-93.8% |