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 | $134,554 | $138,065-2.5% | $123,544+8.9% | $135,375-0.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.25% | 153.68%-159.9pp | 119.20%-125.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $13,825 | $5,151+168.4% | $4,628+198.7% | $4,779+189.3% |
| Participant deferral / active EE | $8,250 | $6,799+21.3% | $6,426+28.4% | $5,609+47.1% |
| Admin fee / account holder | $2,039 | $10,916-81.3% | $9,284-78.0% | $10,827-81.2% |