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 | $136,361 | $142,344-4.2% | $119,609+14.0% | $134,475+1.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 0.17% | -12.44%+12.6pp | -14.97%+15.1pp | 417.96%-417.8pp |
| Employer contribution / active EE | $5,453 | $5,222+4.4% | $4,232+28.9% | $4,740+15.1% |
| Participant deferral / active EE | $9,031 | $6,469+39.6% | $5,602+61.2% | $6,400+41.1% |
| Admin fee / account holder | $40,019 | $13,584+194.6% | $10,323+287.6% | $11,426+250.2% |