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 | $140,596 | $167,307-16.0% | $143,757-2.2% | $134,475+4.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.37% | 0.46%-10.8pp | -0.04%-10.3pp | 417.96%-428.3pp |
| Employer contribution / active EE | $5,737 | $5,619+2.1% | $4,951+15.9% | $4,740+21.0% |
| Participant deferral / active EE | $4,648 | $6,446-27.9% | $5,637-17.5% | $6,400-27.4% |
| Admin fee / account holder | $1,088 | $18,088-94.0% | $14,673-92.6% | $11,426-90.5% |