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 | $140,769 | $167,307-15.9% | $143,757-2.1% | $134,475+4.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.98% | 0.46%-18.4pp | -0.04%-17.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $14,481 | $5,619+157.7% | $4,951+192.5% | $4,740+205.5% |
| Participant deferral / active EE | $12,908 | $6,446+100.3% | $5,637+129.0% | $6,400+101.7% |
| Admin fee / account holder | $3,645 | $18,088-79.8% | $14,673-75.2% | $11,426-68.1% |