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 | $159,633 | $167,307-4.6% | $143,757+11.0% | $134,475+18.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.14% | 0.46%-12.6pp | -0.04%-12.1pp | 417.96%-430.1pp |
| Employer contribution / active EE | $2,984 | $5,619-46.9% | $4,951-39.7% | $4,740-37.0% |
| Participant deferral / active EE | $7,474 | $6,446+16.0% | $5,637+32.6% | $6,400+16.8% |
| Admin fee / account holder | $864 | $18,088-95.2% | $14,673-94.1% | $11,426-92.4% |