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 | $113,652 | $167,307-32.1% | $143,757-20.9% | $134,475-15.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.58% | 0.46%-15.0pp | -0.04%-14.5pp | 417.96%-432.5pp |
| Employer contribution / active EE | $14,831 | $5,619+163.9% | $4,951+199.6% | $4,740+212.9% |
| Participant deferral / active EE | $11,087 | $6,446+72.0% | $5,637+96.7% | $6,400+73.2% |
| Admin fee / account holder | $2,796 | $18,088-84.5% | $14,673-80.9% | $11,426-75.5% |