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 | $222,429 | $142,344+56.3% | $119,609+86.0% | $134,475+65.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -10.26% | -12.44%+2.2pp | -14.97%+4.7pp | 417.96%-428.2pp |
| Employer contribution / active EE | $2,992 | $5,222-42.7% | $4,232-29.3% | $4,740-36.9% |
| Participant deferral / active EE | $12,240 | $6,469+89.2% | $5,602+118.5% | $6,400+91.3% |
| Admin fee / account holder | $7,002 | $13,584-48.5% | $10,323-32.2% | $11,426-38.7% |