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 | $125,199 | $142,344-12.0% | $119,609+4.7% | $134,475-6.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.87% | -12.44%-4.4pp | -14.97%-1.9pp | 417.96%-434.8pp |
| Employer contribution / active EE | $5,289 | $5,222+1.3% | $4,232+25.0% | $4,740+11.6% |
| Participant deferral / active EE | $11,419 | $6,469+76.5% | $5,602+103.8% | $6,400+78.4% |
| Admin fee / account holder | $6,055 | $13,584-55.4% | $10,323-41.3% | $11,426-47.0% |