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 | $121,171 | $142,344-14.9% | $119,609+1.3% | $134,475-9.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.17% | -12.44%-3.7pp | -14.97%-1.2pp | 417.96%-434.1pp |
| Employer contribution / active EE | $2,174 | $5,222-58.4% | $4,232-48.6% | $4,740-54.1% |
| Participant deferral / active EE | $14,723 | $6,469+127.6% | $5,602+162.8% | $6,400+130.1% |
| Admin fee / account holder | $1,447 | $13,584-89.3% | $10,323-86.0% | $11,426-87.3% |