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 | $128,780 | $160,055-19.5% | $140,016-8.0% | $135,375-4.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.44% | 911.38%-919.8pp | 651.12%-659.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $2,725 | $6,420-57.6% | $5,606-51.4% | $4,779-43.0% |
| Participant deferral / active EE | $13,878 | $7,642+81.6% | $6,927+100.3% | $5,609+147.4% |
| Admin fee / account holder | $546 | $13,328-95.9% | $10,705-94.9% | $10,827-95.0% |