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 | $144,814 | $138,065+4.9% | $123,544+17.2% | $135,375+7.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.26% | 153.68%-157.9pp | 119.20%-123.5pp | 519.73%-524.0pp |
| Employer contribution / active EE | $5,361 | $5,151+4.1% | $4,628+15.8% | $4,779+12.2% |
| Participant deferral / active EE | $6,300 | $6,799-7.3% | $6,426-2.0% | $5,609+12.3% |
| Admin fee / account holder | $4,020 | $10,916-63.2% | $9,284-56.7% | $10,827-62.9% |