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 | $150,186 | $211,958-29.1% | $169,463-11.4% | $135,375+10.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.02% | 3.26%-11.3pp | 1.83%-9.9pp | 519.73%-527.8pp |
| Employer contribution / active EE | $2,060 | $5,120-59.8% | $4,159-50.5% | $4,779-56.9% |
| Participant deferral / active EE | $6,300 | $6,075+3.7% | $5,277+19.4% | $5,609+12.3% |
| Admin fee / account holder | $16,679 | $11,471+45.4% | $9,109+83.1% | $10,827+54.0% |