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 | $131,959 | $138,065-4.4% | $123,544+6.8% | $135,375-2.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.67% | 153.68%-157.4pp | 119.20%-122.9pp | 519.73%-523.4pp |
| Employer contribution / active EE | $2,344 | $5,151-54.5% | $4,628-49.4% | $4,779-51.0% |
| Participant deferral / active EE | $2,599 | $6,799-61.8% | $6,426-59.6% | $5,609-53.7% |
| Admin fee / account holder | $2,029 | $10,916-81.4% | $9,284-78.1% | $10,827-81.3% |