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 | $150,343 | $167,307-10.1% | $143,757+4.6% | $134,475+11.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.37% | 0.46%-16.8pp | -0.04%-16.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $8,255 | $5,619+46.9% | $4,951+66.7% | $4,740+74.2% |
| Participant deferral / active EE | $9,152 | $6,446+42.0% | $5,637+62.4% | $6,400+43.0% |
| Admin fee / account holder | $2,824 | $18,088-84.4% | $14,673-80.8% | $11,426-75.3% |