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 | $132,980 | $167,307-20.5% | $143,757-7.5% | $134,475-1.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.89% | 0.46%-14.4pp | -0.04%-13.9pp | 417.96%-431.9pp |
| Employer contribution / active EE | $6,019 | $5,619+7.1% | $4,951+21.6% | $4,740+27.0% |
| Participant deferral / active EE | $3,176 | $6,446-50.7% | $5,637-43.6% | $6,400-50.4% |
| Admin fee / account holder | $1,801 | $18,088-90.0% | $14,673-87.7% | $11,426-84.2% |