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 | $152,475 | $142,344+7.1% | $119,609+27.5% | $134,475+13.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.38% | -12.44%-3.9pp | -14.97%-1.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $6,042 | $5,222+15.7% | $4,232+42.8% | $4,740+27.5% |
| Participant deferral / active EE | $18,000 | $6,469+178.2% | $5,602+221.3% | $6,400+181.3% |
| Admin fee / account holder | $425 | $13,584-96.9% | $10,323-95.9% | $11,426-96.3% |