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 | $179,624 | $142,344+26.2% | $119,609+50.2% | $134,475+33.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.58% | -12.44%-0.1pp | -14.97%+2.4pp | 417.96%-430.5pp |
| Employer contribution / active EE | $11,872 | $5,222+127.3% | $4,232+180.5% | $4,740+150.5% |
| Participant deferral / active EE | $13,063 | $6,469+101.9% | $5,602+133.2% | $6,400+104.1% |
| Admin fee / account holder | $11,121 | $13,584-18.1% | $10,323+7.7% | $11,426-2.7% |