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 | $168,500 | $110,094+53.1% | $151,611+11.1% | $68,494+146.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -12.17% | -10.12%-2.1pp | 3.33%-15.5pp | -7.84%-4.3pp |
| Employer contribution / active EE | $6,949 | $4,471+55.4% | $6,166+12.7% | $2,596+167.6% |
| Participant deferral / active EE | $8,618 | $6,527+32.0% | $8,363+3.0% | $4,027+114.0% |
| Admin fee / account holder | $8,153 | $7,719+5.6% | $11,616-29.8% | $5,403+50.9% |