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 9-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 | $179,521 | $67,214+167.1% | $61,491+191.9% | $134,475+33.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -10.43% | -12.08%+1.6pp | -12.98%+2.5pp | 417.96%-428.4pp |
| Employer contribution / active EE | $11,817 | $4,974+137.6% | $4,246+178.3% | $4,740+149.3% |
| Participant deferral / active EE | $1,866 | $6,103-69.4% | $5,188-64.0% | $6,400-70.8% |
| Admin fee / account holder | $1,367 | $4,610-70.4% | $4,312-68.3% | $11,426-88.0% |