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 | $124,471 | $133,958-7.1% | $112,228+10.9% | $134,475-7.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.07% | 47.11%-64.2pp | 27.45%-44.5pp | 417.96%-435.0pp |
| Employer contribution / active EE | $13,408 | $4,038+232.1% | $3,635+268.9% | $4,740+182.9% |
| Participant deferral / active EE | $4,407 | $5,291-16.7% | $4,728-6.8% | $6,400-31.1% |
| Admin fee / account holder | $2,476 | $7,489-66.9% | $6,410-61.4% | $11,426-78.3% |