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 | $150,421 | $167,484-10.2% | $151,611-0.8% | $134,475+11.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.09% | 7.80%-27.9pp | 3.33%-23.4pp | 417.96%-438.1pp |
| Employer contribution / active EE | $4,189 | $6,829-38.7% | $6,166-32.1% | $4,740-11.6% |
| Participant deferral / active EE | $9,924 | $8,986+10.4% | $8,363+18.7% | $6,400+55.1% |
| Admin fee / account holder | $408 | $13,783-97.0% | $11,616-96.5% | $11,426-96.4% |