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 | $163,756 | $167,307-2.1% | $143,757+13.9% | $134,475+21.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.31% | 0.46%-13.8pp | -0.04%-13.3pp | 417.96%-431.3pp |
| Employer contribution / active EE | $10,415 | $5,619+85.4% | $4,951+110.4% | $4,740+119.7% |
| Participant deferral / active EE | $8,572 | $6,446+33.0% | $5,637+52.1% | $6,400+33.9% |
| Admin fee / account holder | $9,879 | $18,088-45.4% | $14,673-32.7% | $11,426-13.5% |