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 | $130,421 | $67,331+93.7% | $60,874+114.2% | $134,475-3.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -12.36% | 49.93%-62.3pp | 16.90%-29.3pp | 417.96%-430.3pp |
| Employer contribution / active EE | $4,125 | $3,096+33.2% | $2,701+52.7% | $4,740-13.0% |
| Participant deferral / active EE | $9,839 | $4,538+116.8% | $3,817+157.8% | $6,400+53.7% |
| Admin fee / account holder | $13,955 | $4,582+204.6% | $3,224+332.8% | $11,426+22.1% |