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 | $138,021 | $167,307-17.5% | $143,757-4.0% | $134,475+2.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.74% | 0.46%-11.2pp | -0.04%-10.7pp | 417.96%-428.7pp |
| Employer contribution / active EE | $9,027 | $5,619+60.6% | $4,951+82.3% | $4,740+90.5% |
| Participant deferral / active EE | $6,131 | $6,446-4.9% | $5,637+8.8% | $6,400-4.2% |
| Admin fee / account holder | $1,118 | $18,088-93.8% | $14,673-92.4% | $11,426-90.2% |