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 | $162,953 | $167,307-2.6% | $143,757+13.4% | $134,475+21.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.62% | 0.46%-15.1pp | -0.04%-14.6pp | 417.96%-432.6pp |
| Employer contribution / active EE | $7,615 | $5,619+35.5% | $4,951+53.8% | $4,740+60.7% |
| Participant deferral / active EE | $13,824 | $6,446+114.5% | $5,637+145.2% | $6,400+116.0% |
| Admin fee / account holder | $321 | $18,088-98.2% | $14,673-97.8% | $11,426-97.2% |