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 | $128,490 | $133,958-4.1% | $112,228+14.5% | $134,475-4.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.20% | 47.11%-58.3pp | 27.45%-38.6pp | 417.96%-429.2pp |
| Employer contribution / active EE | $4,442 | $4,038+10.0% | $3,635+22.2% | $4,740-6.3% |
| Participant deferral / active EE | $22,333 | $5,291+322.1% | $4,728+372.4% | $6,400+249.0% |
| Admin fee / account holder | $1,306 | $7,489-82.6% | $6,410-79.6% | $11,426-88.6% |