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 9-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 | $114,961 | $167,307-31.3% | $143,757-20.0% | $134,475-14.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.31% | 0.46%-16.8pp | -0.04%-16.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $16,736 | $5,619+197.8% | $4,951+238.0% | $4,740+253.1% |
| Participant deferral / active EE | $10,700 | $6,446+66.0% | $5,637+89.8% | $6,400+67.2% |
| Admin fee / account holder | $991 | $18,088-94.5% | $14,673-93.2% | $11,426-91.3% |