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 | $157,640 | $167,484-5.9% | $151,611+4.0% | $134,475+17.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.12% | 7.80%-26.9pp | 3.33%-22.4pp | 417.96%-437.1pp |
| Employer contribution / active EE | $18,943 | $6,829+177.4% | $6,166+207.2% | $4,740+299.7% |
| Participant deferral / active EE | $10,448 | $8,986+16.3% | $8,363+24.9% | $6,400+63.3% |
| Admin fee / account holder | $1,624 | $13,783-88.2% | $11,616-86.0% | $11,426-85.8% |