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 | $158,686 | $167,307-5.2% | $143,757+10.4% | $134,475+18.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -6.60% | 0.46%-7.1pp | -0.04%-6.6pp | 417.96%-424.6pp |
| Employer contribution / active EE | $7,418 | $5,619+32.0% | $4,951+49.8% | $4,740+56.5% |
| Participant deferral / active EE | $7,133 | $6,446+10.7% | $5,637+26.5% | $6,400+11.5% |
| Admin fee / account holder | $5,430 | $18,088-70.0% | $14,673-63.0% | $11,426-52.5% |