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 | $91,264 | $142,344-35.9% | $119,609-23.7% | $134,475-32.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.89% | -12.44%-3.4pp | -14.97%-0.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $3,827 | $5,222-26.7% | $4,232-9.6% | $4,740-19.3% |
| Participant deferral / active EE | $7,748 | $6,469+19.8% | $5,602+38.3% | $6,400+21.1% |
| Admin fee / account holder | $460 | $13,584-96.6% | $10,323-95.5% | $11,426-96.0% |