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 | $161,441 | $167,307-3.5% | $143,757+12.3% | $134,475+20.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.50% | 0.46%-17.0pp | -0.04%-16.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $6,055 | $5,619+7.8% | $4,951+22.3% | $4,740+27.7% |
| Participant deferral / active EE | $6,497 | $6,446+0.8% | $5,637+15.3% | $6,400+1.5% |
| Admin fee / account holder | $10,974 | $18,088-39.3% | $14,673-25.2% | $11,426-4.0% |