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 | $136,983 | $167,307-18.1% | $143,757-4.7% | $134,475+1.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.88% | 0.46%-16.3pp | -0.04%-15.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $9,183 | $5,619+63.4% | $4,951+85.5% | $4,740+93.8% |
| Participant deferral / active EE | $6,421 | $6,446-0.4% | $5,637+13.9% | $6,400+0.3% |
| Admin fee / account holder | $2,345 | $18,088-87.0% | $14,673-84.0% | $11,426-79.5% |