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 6-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 | $167,504 | $167,307+0.1% | $143,757+16.5% | $134,475+24.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.35% | 0.46%-18.8pp | -0.04%-18.3pp | 417.96%-436.3pp |
| Employer contribution / active EE | $16,846 | $5,619+199.8% | $4,951+240.3% | $4,740+255.4% |
| Participant deferral / active EE | $8,180 | $6,446+26.9% | $5,637+45.1% | $6,400+27.8% |
| Admin fee / account holder | $1,913 | $18,088-89.4% | $14,673-87.0% | $11,426-83.3% |