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 | $128,379 | $133,958-4.2% | $112,228+14.4% | $134,475-4.5% |
| Participation rate | 95.8% | 78.6%+17.3pp | 75.1%+20.8pp | 81.2%+14.6pp |
| Annual return | -13.64% | 47.11%-60.8pp | 27.45%-41.1pp | 417.96%-431.6pp |
| Employer contribution / active EE | $8,562 | $4,038+112.0% | $3,635+135.6% | $4,740+80.6% |
| Participant deferral / active EE | $5,750 | $5,291+8.7% | $4,728+21.6% | $6,400-10.1% |
| Admin fee / account holder | $4,319 | $7,489-42.3% | $6,410-32.6% | $11,426-62.2% |