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 | $198,971 | $142,344+39.8% | $119,609+66.4% | $134,475+48.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.38% | -12.44%-5.9pp | -14.97%-3.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $4,897 | $5,222-6.2% | $4,232+15.7% | $4,740+3.3% |
| Participant deferral / active EE | $8,330 | $6,469+28.8% | $5,602+48.7% | $6,400+30.2% |
| Admin fee / account holder | $34,522 | $13,584+154.1% | $10,323+234.4% | $11,426+202.1% |