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 | $150,067 | $142,344+5.4% | $119,609+25.5% | $134,475+11.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.84% | -12.44%-2.4pp | -14.97%+0.1pp | 417.96%-432.8pp |
| Employer contribution / active EE | $13,103 | $5,222+150.9% | $4,232+209.6% | $4,740+176.5% |
| Participant deferral / active EE | $8,442 | $6,469+30.5% | $5,602+50.7% | $6,400+31.9% |
| Admin fee / account holder | $18,531 | $13,584+36.4% | $10,323+79.5% | $11,426+62.2% |