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 | $133,001 | $133,958-0.7% | $112,228+18.5% | $134,475-1.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.85% | 47.11%-59.0pp | 27.45%-39.3pp | 417.96%-429.8pp |
| Employer contribution / active EE | $24,343 | $4,038+502.8% | $3,635+569.8% | $4,740+413.6% |
| Participant deferral / active EE | $5,360 | $5,291+1.3% | $4,728+13.4% | $6,400-16.2% |
| Admin fee / account holder | $64,839 | $7,489+765.8% | $6,410+911.5% | $11,426+467.5% |