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 | $163,015 | $167,307-2.6% | $143,757+13.4% | $134,475+21.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.66% | 0.46%-18.1pp | -0.04%-17.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $3,193 | $5,619-43.2% | $4,951-35.5% | $4,740-32.6% |
| Participant deferral / active EE | $3,666 | $6,446-43.1% | $5,637-35.0% | $6,400-42.7% |
| Admin fee / account holder | $2,780 | $18,088-84.6% | $14,673-81.1% | $11,426-75.7% |