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 | $145,019 | $167,307-13.3% | $143,757+0.9% | $134,475+7.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.04% | 0.46%-19.5pp | -0.04%-19.0pp | 417.96%-437.0pp |
| Employer contribution / active EE | $20,185 | $5,619+259.2% | $4,951+307.7% | $4,740+325.9% |
| Participant deferral / active EE | $13,725 | $6,446+112.9% | $5,637+143.5% | $6,400+114.5% |
| Admin fee / account holder | $1,101 | $18,088-93.9% | $14,673-92.5% | $11,426-90.4% |