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 | $139,400 | $152,509-8.6% | $117,472+18.7% | $134,475+3.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -11.71% | 52.99%-64.7pp | 29.74%-41.4pp | 417.96%-429.7pp |
| Employer contribution / active EE | $7,918 | $5,571+42.1% | $4,176+89.6% | $4,740+67.1% |
| Participant deferral / active EE | $13,529 | $4,818+180.8% | $4,070+232.4% | $6,400+111.4% |
| Admin fee / account holder | $62,681 | $7,004+795.0% | $5,645+1010.4% | $11,426+448.6% |