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 | $125,693 | $90,320+39.2% | $59,496+111.3% | $125,391+0.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -3.12% | 369.13%-372.3pp | 182.05%-185.2pp | 282.22%-285.3pp |
| Employer contribution / active EE | $1,796 | $1,792+0.2% | $1,153+55.8% | $4,866-63.1% |
| Participant deferral / active EE | $20,121 | $2,716+640.8% | $1,829+999.9% | $5,352+276.0% |
| Admin fee / account holder | $2,536 | $3,063-17.2% | $2,232+13.6% | $9,540-73.4% |