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 | $161,637 | $167,307-3.4% | $143,757+12.4% | $134,475+20.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.40% | 0.46%-14.9pp | -0.04%-14.4pp | 417.96%-432.4pp |
| Employer contribution / active EE | $7,646 | $5,619+36.1% | $4,951+54.4% | $4,740+61.3% |
| Participant deferral / active EE | $2,724 | $6,446-57.7% | $5,637-51.7% | $6,400-57.4% |
| Admin fee / account holder | $9,581 | $18,088-47.0% | $14,673-34.7% | $11,426-16.1% |