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 | $118,755 | $167,307-29.0% | $143,757-17.4% | $134,475-11.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.90% | 0.46%-14.4pp | -0.04%-13.9pp | 417.96%-431.9pp |
| Employer contribution / active EE | $8,638 | $5,619+53.7% | $4,951+74.5% | $4,740+82.2% |
| Participant deferral / active EE | $21,011 | $6,446+226.0% | $5,637+272.7% | $6,400+228.3% |
| Admin fee / account holder | $865 | $18,088-95.2% | $14,673-94.1% | $11,426-92.4% |