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 | $135,587 | $167,307-19.0% | $143,757-5.7% | $134,475+0.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.41% | 0.46%-18.9pp | -0.04%-18.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,261 | $5,619-77.6% | $4,951-74.5% | $4,740-73.4% |
| Participant deferral / active EE | $5,833 | $6,446-9.5% | $5,637+3.5% | $6,400-8.9% |
| Admin fee / account holder | $1,780 | $18,088-90.2% | $14,673-87.9% | $11,426-84.4% |