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 6-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 | $125,191 | $142,344-12.1% | $119,609+4.7% | $134,475-6.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -11.60% | -12.44%+0.8pp | -14.97%+3.4pp | 417.96%-429.6pp |
| Employer contribution / active EE | $4,208 | $5,222-19.4% | $4,232-0.6% | $4,740-11.2% |
| Participant deferral / active EE | $9,988 | $6,469+54.4% | $5,602+78.3% | $6,400+56.1% |
| Admin fee / account holder | $1,871 | $13,584-86.2% | $10,323-81.9% | $11,426-83.6% |