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 | $146,096 | $142,344+2.6% | $119,609+22.1% | $134,475+8.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.25% | -12.44%-5.8pp | -14.97%-3.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $4,063 | $5,222-22.2% | $4,232-4.0% | $4,740-14.3% |
| Participant deferral / active EE | $5,529 | $6,469-14.5% | $5,602-1.3% | $6,400-13.6% |
| Admin fee / account holder | $1,779 | $13,584-86.9% | $10,323-82.8% | $11,426-84.4% |