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 | $147,078 | $167,484-12.2% | $151,611-3.0% | $134,475+9.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.89% | 7.80%-23.7pp | 3.33%-19.2pp | 417.96%-433.9pp |
| Employer contribution / active EE | $20,123 | $6,829+194.7% | $6,166+226.3% | $4,740+324.6% |
| Participant deferral / active EE | $15,234 | $8,986+69.5% | $8,363+82.1% | $6,400+138.0% |
| Admin fee / account holder | $1,033 | $13,783-92.5% | $11,616-91.1% | $11,426-91.0% |