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 | $164,676 | $167,307-1.6% | $143,757+14.6% | $134,475+22.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -6.26% | 0.46%-6.7pp | -0.04%-6.2pp | 417.96%-424.2pp |
| Employer contribution / active EE | $4,262 | $5,619-24.1% | $4,951-13.9% | $4,740-10.1% |
| Participant deferral / active EE | $8,870 | $6,446+37.6% | $5,637+57.4% | $6,400+38.6% |
| Admin fee / account holder | $11,348 | $18,088-37.3% | $14,673-22.7% | $11,426-0.7% |