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 | $128,682 | $129,942-1.0% | $104,294+23.4% | $134,475-4.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -13.62% | 42.03%-55.7pp | 24.61%-38.2pp | 417.96%-431.6pp |
| Employer contribution / active EE | $7,010 | $4,184+67.5% | $3,372+107.9% | $4,740+47.9% |
| Participant deferral / active EE | $3,510 | $5,588-37.2% | $4,625-24.1% | $6,400-45.2% |
| Admin fee / account holder | $4,573 | $9,323-51.0% | $7,339-37.7% | $11,426-60.0% |