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 | $154,509 | $167,307-7.6% | $143,757+7.5% | $134,475+14.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.35% | 0.46%-13.8pp | -0.04%-13.3pp | 417.96%-431.3pp |
| Employer contribution / active EE | $8,762 | $5,619+55.9% | $4,951+77.0% | $4,740+84.9% |
| Participant deferral / active EE | $5,479 | $6,446-15.0% | $5,637-2.8% | $6,400-14.4% |
| Admin fee / account holder | $11,277 | $18,088-37.7% | $14,673-23.1% | $11,426-1.3% |