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 | $131,229 | $129,942+1.0% | $104,294+25.8% | $134,475-2.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -17.86% | 42.03%-59.9pp | 24.61%-42.5pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,499 | $4,184-40.3% | $3,372-25.9% | $4,740-47.3% |
| Participant deferral / active EE | $4,675 | $5,588-16.3% | $4,625+1.1% | $6,400-27.0% |
| Admin fee / account holder | $796 | $9,323-91.5% | $7,339-89.2% | $11,426-93.0% |