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 | $190,969 | $142,344+34.2% | $119,609+59.7% | $134,475+42.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.56% | -12.44%-1.1pp | -14.97%+1.4pp | 417.96%-431.5pp |
| Employer contribution / active EE | $7,392 | $5,222+41.6% | $4,232+74.7% | $4,740+56.0% |
| Participant deferral / active EE | $5,338 | $6,469-17.5% | $5,602-4.7% | $6,400-16.6% |
| Admin fee / account holder | $2,582 | $13,584-81.0% | $10,323-75.0% | $11,426-77.4% |