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 | $159,096 | $167,307-4.9% | $143,757+10.7% | $134,475+18.3% |
| Participation rate | 95.5% | 84.8%+10.6pp | 80.3%+15.1pp | 81.2%+14.2pp |
| Annual return | -13.91% | 0.46%-14.4pp | -0.04%-13.9pp | 417.96%-431.9pp |
| Employer contribution / active EE | $10,270 | $5,619+82.8% | $4,951+107.4% | $4,740+116.7% |
| Participant deferral / active EE | $9,083 | $6,446+40.9% | $5,637+61.1% | $6,400+41.9% |
| Admin fee / account holder | $693 | $18,088-96.2% | $14,673-95.3% | $11,426-93.9% |