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 | $167,928 | $167,307+0.4% | $143,757+16.8% | $134,475+24.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.09% | 0.46%-8.5pp | -0.04%-8.0pp | 417.96%-426.1pp |
| Employer contribution / active EE | $2,500 | $5,619-55.5% | $4,951-49.5% | $4,740-47.2% |
| Participant deferral / active EE | $9,867 | $6,446+53.1% | $5,637+75.0% | $6,400+54.2% |
| Admin fee / account holder | $1,519 | $18,088-91.6% | $14,673-89.6% | $11,426-86.7% |