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 | $106,411 | $142,344-25.2% | $119,609-11.0% | $134,475-20.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.13% | -12.44%-3.7pp | -14.97%-1.2pp | 417.96%-434.1pp |
| Employer contribution / active EE | $3,557 | $5,222-31.9% | $4,232-15.9% | $4,740-24.9% |
| Participant deferral / active EE | $5,932 | $6,469-8.3% | $5,602+5.9% | $6,400-7.3% |
| Admin fee / account holder | $6,408 | $13,584-52.8% | $10,323-37.9% | $11,426-43.9% |