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 | $240,124 | $142,344+68.7% | $119,609+100.8% | $134,475+78.6% |
| Participation rate | 94.7% | 82.8%+11.9pp | 79.3%+15.5pp | 81.2%+13.5pp |
| Annual return | -13.70% | -12.44%-1.3pp | -14.97%+1.3pp | 417.96%-431.7pp |
| Employer contribution / active EE | $4,213 | $5,222-19.3% | $4,232-0.5% | $4,740-11.1% |
| Participant deferral / active EE | $6,116 | $6,469-5.5% | $5,602+9.2% | $6,400-4.4% |
| Admin fee / account holder | $11,147 | $13,584-17.9% | $10,323+8.0% | $11,426-2.4% |