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 | $134,238 | $138,065-2.8% | $123,544+8.7% | $135,375-0.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.56% | 153.68%-154.2pp | 119.20%-119.8pp | 519.73%-520.3pp |
| Employer contribution / active EE | $5,667 | $5,151+10.0% | $4,628+22.5% | $4,779+18.6% |
| Participant deferral / active EE | $14,880 | $6,799+118.9% | $6,426+131.6% | $5,609+165.3% |
| Admin fee / account holder | $19,624 | $10,916+79.8% | $9,284+111.4% | $10,827+81.2% |