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 | $123,941 | $138,065-10.2% | $123,544+0.3% | $135,375-8.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.72% | 153.68%-158.4pp | 119.20%-123.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $9,582 | $5,151+86.0% | $4,628+107.0% | $4,779+100.5% |
| Participant deferral / active EE | $6,720 | $6,799-1.2% | $6,426+4.6% | $5,609+19.8% |
| Admin fee / account holder | $24,791 | $10,916+127.1% | $9,284+167.0% | $10,827+129.0% |