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 | $138,802 | $142,344-2.5% | $119,609+16.0% | $134,475+3.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.10% | -12.44%-1.7pp | -14.97%+0.9pp | 417.96%-432.1pp |
| Employer contribution / active EE | $1,928 | $5,222-63.1% | $4,232-54.4% | $4,740-59.3% |
| Participant deferral / active EE | $3,663 | $6,469-43.4% | $5,602-34.6% | $6,400-42.8% |
| Admin fee / account holder | $5,364 | $13,584-60.5% | $10,323-48.0% | $11,426-53.1% |