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 | $99,977 | $142,344-29.8% | $119,609-16.4% | $134,475-25.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.50% | -12.44%-7.1pp | -14.97%-4.5pp | 417.96%-437.5pp |
| Employer contribution / active EE | $6,152 | $5,222+17.8% | $4,232+45.4% | $4,740+29.8% |
| Participant deferral / active EE | $10,436 | $6,469+61.3% | $5,602+86.3% | $6,400+63.1% |
| Admin fee / account holder | $893 | $13,584-93.4% | $10,323-91.4% | $11,426-92.2% |