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 | $112,751 | $152,509-26.1% | $117,472-4.0% | $134,475-16.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -20.13% | 52.99%-73.1pp | 29.74%-49.9pp | 417.96%-438.1pp |
| Employer contribution / active EE | $4,605 | $5,571-17.3% | $4,176+10.3% | $4,740-2.8% |
| Participant deferral / active EE | $13,733 | $4,818+185.0% | $4,070+237.4% | $6,400+114.6% |
| Admin fee / account holder | $836 | $7,004-88.1% | $5,645-85.2% | $11,426-92.7% |