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 | $148,581 | $167,307-11.2% | $143,757+3.4% | $134,475+10.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.49% | 0.46%-18.0pp | -0.04%-17.4pp | 417.96%-435.5pp |
| Employer contribution / active EE | $8,874 | $5,619+57.9% | $4,951+79.2% | $4,740+87.2% |
| Participant deferral / active EE | $5,602 | $6,446-13.1% | $5,637-0.6% | $6,400-12.5% |
| Admin fee / account holder | $3,433 | $18,088-81.0% | $14,673-76.6% | $11,426-70.0% |