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 | $114,762 | $142,344-19.4% | $119,609-4.1% | $134,475-14.7% |
| Participation rate | 95.0% | 82.8%+12.2pp | 79.3%+15.7pp | 81.2%+13.8pp |
| Annual return | -18.81% | -12.44%-6.4pp | -14.97%-3.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $12,586 | $5,222+141.0% | $4,232+197.4% | $4,740+165.6% |
| Participant deferral / active EE | $5,979 | $6,469-7.6% | $5,602+6.7% | $6,400-6.6% |
| Admin fee / account holder | $924 | $13,584-93.2% | $10,323-91.0% | $11,426-91.9% |