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 | $169,274 | $167,307+1.2% | $143,757+17.7% | $134,475+25.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.48% | 0.46%-18.9pp | -0.04%-18.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $7,456 | $5,619+32.7% | $4,951+50.6% | $4,740+57.3% |
| Participant deferral / active EE | $7,134 | $6,446+10.7% | $5,637+26.5% | $6,400+11.5% |
| Admin fee / account holder | $3,673 | $18,088-79.7% | $14,673-75.0% | $11,426-67.9% |