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 | $134,776 | $138,044-2.4% | $125,339+7.5% | $134,475+0.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.80% | 750.33%-769.1pp | 572.05%-590.9pp | 417.96%-436.8pp |
| Employer contribution / active EE | $3,295 | $5,243-37.2% | $4,814-31.5% | $4,740-30.5% |
| Participant deferral / active EE | $9,526 | $7,799+22.1% | $7,446+27.9% | $6,400+48.8% |
| Admin fee / account holder | $4,563 | $11,571-60.6% | $10,010-54.4% | $11,426-60.1% |