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 | $148,776 | $167,307-11.1% | $143,757+3.5% | $134,475+10.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.51% | 0.46%-15.0pp | -0.04%-14.5pp | 417.96%-432.5pp |
| Employer contribution / active EE | $6,831 | $5,619+21.6% | $4,951+38.0% | $4,740+44.1% |
| Participant deferral / active EE | $9,075 | $6,446+40.8% | $5,637+61.0% | $6,400+41.8% |
| Admin fee / account holder | $5,759 | $18,088-68.2% | $14,673-60.7% | $11,426-49.6% |