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 | $138,613 | $133,958+3.5% | $112,228+23.5% | $134,475+3.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.64% | 47.11%-65.8pp | 27.45%-46.1pp | 417.96%-436.6pp |
| Employer contribution / active EE | $8,161 | $4,038+102.1% | $3,635+124.5% | $4,740+72.2% |
| Participant deferral / active EE | $11,400 | $5,291+115.5% | $4,728+141.1% | $6,400+78.1% |
| Admin fee / account holder | $1,592 | $7,489-78.7% | $6,410-75.2% | $11,426-86.1% |