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 | $131,060 | $142,344-7.9% | $119,609+9.6% | $134,475-2.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.93% | -12.44%-6.5pp | -14.97%-4.0pp | 417.96%-436.9pp |
| Employer contribution / active EE | $6,818 | $5,222+30.6% | $4,232+61.1% | $4,740+43.9% |
| Participant deferral / active EE | $5,366 | $6,469-17.1% | $5,602-4.2% | $6,400-16.2% |
| Admin fee / account holder | $7,139 | $13,584-47.4% | $10,323-30.8% | $11,426-37.5% |