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 | $141,999 | $142,344-0.2% | $119,609+18.7% | $134,475+5.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -9.47% | -12.44%+3.0pp | -14.97%+5.5pp | 417.96%-427.4pp |
| Employer contribution / active EE | $3,911 | $5,222-25.1% | $4,232-7.6% | $4,740-17.5% |
| Participant deferral / active EE | $7,091 | $6,469+9.6% | $5,602+26.6% | $6,400+10.8% |
| Admin fee / account holder | $43,468 | $13,584+220.0% | $10,323+321.1% | $11,426+280.4% |