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 | $136,411 | $190,805-28.5% | $159,960-14.7% | $134,475+1.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.39% | 552.23%-572.6pp | 408.60%-429.0pp | 417.96%-438.3pp |
| Employer contribution / active EE | $3,754 | $4,995-24.9% | $4,226-11.2% | $4,740-20.8% |
| Participant deferral / active EE | $7,343 | $6,923+6.1% | $6,182+18.8% | $6,400+14.7% |
| Admin fee / account holder | $11,650 | $10,471+11.3% | $8,698+33.9% | $11,426+2.0% |