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 | $137,998 | $135,635+1.7% | $110,238+25.2% | $135,375+1.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.24% | 513.19%-521.4pp | 314.74%-323.0pp | 519.73%-528.0pp |
| Employer contribution / active EE | $2,237 | $4,906-54.4% | $3,826-41.5% | $4,779-53.2% |
| Participant deferral / active EE | $6,694 | $5,506+21.6% | $4,672+43.3% | $5,609+19.3% |
| Admin fee / account holder | $4,780 | $11,457-58.3% | $8,547-44.1% | $10,827-55.8% |