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 | $180,459 | $142,344+26.8% | $119,609+50.9% | $134,475+34.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -10.55% | -12.44%+1.9pp | -14.97%+4.4pp | 417.96%-428.5pp |
| Employer contribution / active EE | $1,904 | $5,222-63.5% | $4,232-55.0% | $4,740-59.8% |
| Participant deferral / active EE | $7,387 | $6,469+14.2% | $5,602+31.9% | $6,400+15.4% |
| Admin fee / account holder | $1,137 | $13,584-91.6% | $10,323-89.0% | $11,426-90.0% |