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 | $102,673 | $142,344-27.9% | $119,609-14.2% | $134,475-23.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.93% | -12.44%-4.5pp | -14.97%-2.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,553 | $5,222-51.1% | $4,232-39.7% | $4,740-46.1% |
| Participant deferral / active EE | $4,082 | $6,469-36.9% | $5,602-27.1% | $6,400-36.2% |
| Admin fee / account holder | $27,156 | $13,584+99.9% | $10,323+163.1% | $11,426+137.7% |