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 | $133,380 | $167,484-20.4% | $151,611-12.0% | $134,475-0.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.70% | 7.80%-23.5pp | 3.33%-19.0pp | 417.96%-433.7pp |
| Employer contribution / active EE | $22,428 | $6,829+228.4% | $6,166+263.7% | $4,740+373.2% |
| Participant deferral / active EE | $14,163 | $8,986+57.6% | $8,363+69.3% | $6,400+121.3% |
| Admin fee / account holder | $1,393 | $13,783-89.9% | $11,616-88.0% | $11,426-87.8% |