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 | $156,377 | $167,307-6.5% | $143,757+8.8% | $134,475+16.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.16% | 0.46%-19.6pp | -0.04%-19.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $31,377 | $5,619+458.4% | $4,951+533.8% | $4,740+562.0% |
| Participant deferral / active EE | $7,667 | $6,446+18.9% | $5,637+36.0% | $6,400+19.8% |
| Admin fee / account holder | $370 | $18,088-98.0% | $14,673-97.5% | $11,426-96.8% |