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 | $138,028 | $138,0440% | $125,339+10.1% | $134,475+2.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.00% | 750.33%-770.3pp | 572.05%-592.0pp | 417.96%-438.0pp |
| Employer contribution / active EE | $11,852 | $5,243+126.0% | $4,814+146.2% | $4,740+150.1% |
| Participant deferral / active EE | $10,264 | $7,799+31.6% | $7,446+37.8% | $6,400+60.4% |
| Admin fee / account holder | $6,613 | $11,571-42.9% | $10,010-33.9% | $11,426-42.1% |