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 | $164,652 | $105,860+55.5% | $90,749+81.4% | $134,475+22.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.15% | -11.01%-6.1pp | -12.16%-5.0pp | 417.96%-435.1pp |
| Employer contribution / active EE | $909 | $3,462-73.7% | $2,921-68.9% | $4,740-80.8% |
| Participant deferral / active EE | $8,581 | $5,216+64.5% | $4,564+88.0% | $6,400+34.1% |
| Admin fee / account holder | $1,088 | $13,938-92.2% | $8,445-87.1% | $11,426-90.5% |