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 | $133,346 | $160,055-16.7% | $140,016-4.8% | $135,375-1.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.21% | 911.38%-916.6pp | 651.12%-656.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $25,712 | $6,420+300.5% | $5,606+358.7% | $4,779+438.0% |
| Participant deferral / active EE | $15,286 | $7,642+100.0% | $6,927+120.7% | $5,609+172.5% |
| Admin fee / account holder | $615 | $13,328-95.4% | $10,705-94.3% | $10,827-94.3% |