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 | $173,060 | $142,344+21.6% | $119,609+44.7% | $134,475+28.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.24% | -12.44%-3.8pp | -14.97%-1.3pp | 417.96%-434.2pp |
| Employer contribution / active EE | $10,034 | $5,222+92.1% | $4,232+137.1% | $4,740+111.7% |
| Participant deferral / active EE | $11,877 | $6,469+83.6% | $5,602+112.0% | $6,400+85.6% |
| Admin fee / account holder | $6,837 | $13,584-49.7% | $10,323-33.8% | $11,426-40.2% |