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 | $153,091 | $167,307-8.5% | $143,757+6.5% | $134,475+13.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.80% | 0.46%-17.3pp | -0.04%-16.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,399 | $5,619-57.3% | $4,951-51.5% | $4,740-49.4% |
| Participant deferral / active EE | $10,051 | $6,446+55.9% | $5,637+78.3% | $6,400+57.1% |
| Admin fee / account holder | $1,543 | $18,088-91.5% | $14,673-89.5% | $11,426-86.5% |