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 | $127,914 | $190,805-33.0% | $159,960-20.0% | $134,475-4.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.03% | 552.23%-572.3pp | 408.60%-428.6pp | 417.96%-438.0pp |
| Employer contribution / active EE | $6,363 | $4,995+27.4% | $4,226+50.6% | $4,740+34.3% |
| Participant deferral / active EE | $12,973 | $6,923+87.4% | $6,182+109.8% | $6,400+102.7% |
| Admin fee / account holder | $1,530 | $10,471-85.4% | $8,698-82.4% | $11,426-86.6% |