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 | $133,317 | $167,307-20.3% | $143,757-7.3% | $134,475-0.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.73% | 0.46%-16.2pp | -0.04%-15.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $2,938 | $5,619-47.7% | $4,951-40.7% | $4,740-38.0% |
| Participant deferral / active EE | $5,571 | $6,446-13.6% | $5,637-1.2% | $6,400-12.9% |
| Admin fee / account holder | $30,909 | $18,088+70.9% | $14,673+110.7% | $11,426+170.5% |