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 | $137,386 | $138,044-0.5% | $125,339+9.6% | $134,475+2.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.63% | 750.33%-769.0pp | 572.05%-590.7pp | 417.96%-436.6pp |
| Employer contribution / active EE | $3,525 | $5,243-32.8% | $4,814-26.8% | $4,740-25.6% |
| Participant deferral / active EE | $8,918 | $7,799+14.4% | $7,446+19.8% | $6,400+39.4% |
| Admin fee / account holder | $5,409 | $11,571-53.3% | $10,010-46.0% | $11,426-52.7% |