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 8-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 | $173,795 | $142,344+22.1% | $119,609+45.3% | $134,475+29.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.01% | -12.44%-0.6pp | -14.97%+2.0pp | 417.96%-431.0pp |
| Employer contribution / active EE | $10,633 | $5,222+103.6% | $4,232+151.3% | $4,740+124.3% |
| Participant deferral / active EE | $6,949 | $6,469+7.4% | $5,602+24.0% | $6,400+8.6% |
| Admin fee / account holder | $1,518 | $13,584-88.8% | $10,323-85.3% | $11,426-86.7% |