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 | $129,674 | $168,632-23.1% | $147,614-12.2% | $125,391+3.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.32% | 77.65%-78.0pp | 61.98%-62.3pp | 282.22%-282.5pp |
| Employer contribution / active EE | $1,679 | $6,252-73.1% | $5,564-69.8% | $4,866-65.5% |
| Participant deferral / active EE | $7,731 | $5,507+40.4% | $4,895+57.9% | $5,352+44.5% |
| Admin fee / account holder | $2,239 | $13,580-83.5% | $11,611-80.7% | $9,540-76.5% |