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 | $164,280 | $167,307-1.8% | $143,757+14.3% | $134,475+22.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.49% | 0.46%-14.0pp | -0.04%-13.4pp | 417.96%-431.5pp |
| Employer contribution / active EE | $2,363 | $5,619-57.9% | $4,951-52.3% | $4,740-50.1% |
| Participant deferral / active EE | $10,693 | $6,446+65.9% | $5,637+89.7% | $6,400+67.1% |
| Admin fee / account holder | $450 | $18,088-97.5% | $14,673-96.9% | $11,426-96.1% |