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 | $133,439 | $167,307-20.2% | $143,757-7.2% | $134,475-0.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.66% | 0.46%-9.1pp | -0.04%-8.6pp | 417.96%-426.6pp |
| Employer contribution / active EE | $11,525 | $5,619+105.1% | $4,951+132.8% | $4,740+143.2% |
| Participant deferral / active EE | $7,524 | $6,446+16.7% | $5,637+33.5% | $6,400+17.6% |
| Admin fee / account holder | $685 | $18,088-96.2% | $14,673-95.3% | $11,426-94.0% |