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 | $135,988 | $160,055-15.0% | $140,016-2.9% | $135,375+0.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.93% | 911.38%-916.3pp | 651.12%-656.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $2,301 | $6,420-64.2% | $5,606-59.0% | $4,779-51.9% |
| Participant deferral / active EE | $8,127 | $7,642+6.3% | $6,927+17.3% | $5,609+44.9% |
| Admin fee / account holder | $8,411 | $13,328-36.9% | $10,705-21.4% | $10,827-22.3% |