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 | $114,850 | $142,344-19.3% | $119,609-4.0% | $134,475-14.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.60% | -12.44%-6.2pp | -14.97%-3.6pp | 417.96%-436.6pp |
| Employer contribution / active EE | $4,975 | $5,222-4.7% | $4,232+17.6% | $4,740+5.0% |
| Participant deferral / active EE | $21,416 | $6,469+231.0% | $5,602+282.3% | $6,400+234.6% |
| Admin fee / account holder | $6,720 | $13,584-50.5% | $10,323-34.9% | $11,426-41.2% |