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 | $123,739 | $138,065-10.4% | $123,544+0.2% | $135,375-8.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.41% | 153.68%-156.1pp | 119.20%-121.6pp | 519.73%-522.1pp |
| Employer contribution / active EE | $1,608 | $5,151-68.8% | $4,628-65.3% | $4,779-66.4% |
| Participant deferral / active EE | $6,780 | $6,799-0.3% | $6,426+5.5% | $5,609+20.9% |
| Admin fee / account holder | $79,438 | $10,916+627.7% | $9,284+755.7% | $10,827+633.7% |