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 | $125,126 | $142,344-12.1% | $119,609+4.6% | $134,475-7.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.97% | -12.44%-1.5pp | -14.97%+1.0pp | 417.96%-431.9pp |
| Employer contribution / active EE | $3,834 | $5,222-26.6% | $4,232-9.4% | $4,740-19.1% |
| Participant deferral / active EE | $15,288 | $6,469+136.3% | $5,602+172.9% | $6,400+138.9% |
| Admin fee / account holder | $66,163 | $13,584+387.1% | $10,323+540.9% | $11,426+479.1% |