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 8-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 | $159,165 | $167,484-5.0% | $151,611+5.0% | $134,475+18.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -7.14% | 7.80%-14.9pp | 3.33%-10.5pp | 417.96%-425.1pp |
| Employer contribution / active EE | $9,843 | $6,829+44.1% | $6,166+59.6% | $4,740+107.7% |
| Participant deferral / active EE | $6,803 | $8,986-24.3% | $8,363-18.7% | $6,400+6.3% |
| Admin fee / account holder | $1,681 | $13,783-87.8% | $11,616-85.5% | $11,426-85.3% |