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 6-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 | $129,277 | $117,690+9.8% | $71,735+80.2% | $134,475-3.9% |
| Participation rate | 83.3% | 68.8%+14.5pp | 62.3%+21.0pp | 81.2%+2.1pp |
| Annual return | -16.35% | 25.44%-41.8pp | 9.14%-25.5pp | 417.96%-434.3pp |
| Employer contribution / active EE | $17,013 | $2,525+573.9% | $1,704+898.5% | $4,740+258.9% |
| Participant deferral / active EE | $18,167 | $3,759+383.3% | $2,658+583.5% | $6,400+183.9% |
| Admin fee / account holder | $1,213 | $6,379-81.0% | $3,974-69.5% | $11,426-89.4% |