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 8-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 | $211,706 | $167,307+26.5% | $143,757+47.3% | $134,475+57.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.40% | 0.46%-16.9pp | -0.04%-16.4pp | 417.96%-434.4pp |
| Employer contribution / active EE | $8,393 | $5,619+49.4% | $4,951+69.5% | $4,740+77.1% |
| Participant deferral / active EE | $8,296 | $6,446+28.7% | $5,637+47.2% | $6,400+29.6% |
| Admin fee / account holder | $2,785 | $18,088-84.6% | $14,673-81.0% | $11,426-75.6% |