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 9-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 | $127,389 | $117,690+8.2% | $71,735+77.6% | $134,475-5.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -18.83% | 25.44%-44.3pp | 9.14%-28.0pp | 417.96%-436.8pp |
| Employer contribution / active EE | $15,136 | $2,525+499.6% | $1,704+788.3% | $4,740+219.4% |
| Participant deferral / active EE | $9,368 | $3,759+149.2% | $2,658+252.4% | $6,400+46.4% |
| Admin fee / account holder | $6,030 | $6,379-5.5% | $3,974+51.8% | $11,426-47.2% |