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 | $124,024 | $138,065-10.2% | $123,544+0.4% | $135,375-8.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.86% | 153.68%-158.5pp | 119.20%-124.1pp | 519.73%-524.6pp |
| Employer contribution / active EE | $4,129 | $5,151-19.8% | $4,628-10.8% | $4,779-13.6% |
| Participant deferral / active EE | $14,245 | $6,799+109.5% | $6,426+121.7% | $5,609+154.0% |
| Admin fee / account holder | $18,278 | $10,916+67.4% | $9,284+96.9% | $10,827+68.8% |