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 | $132,153 | $82,286+60.6% | $68,791+92.1% | $134,475-1.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -17.29% | -2.19%-15.1pp | -6.38%-10.9pp | 417.96%-435.3pp |
| Employer contribution / active EE | $21,571 | $3,301+553.5% | $2,655+712.4% | $4,740+355.1% |
| Participant deferral / active EE | $12,267 | $4,739+158.9% | $3,941+211.3% | $6,400+91.7% |
| Admin fee / account holder | $4,467 | $6,481-31.1% | $4,932-9.4% | $11,426-60.9% |