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 | $130,725 | $95,971+36.2% | $74,550+75.4% | $135,375-3.4% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -6.75% | 56.96%-63.7pp | 32.53%-39.3pp | 519.73%-526.5pp |
| Employer contribution / active EE | $5,000 | $2,716+84.1% | $1,961+155.0% | $4,779+4.6% |
| Participant deferral / active EE | $4,214 | $3,843+9.6% | $3,108+35.6% | $5,609-24.9% |
| Admin fee / account holder | $10,887 | $6,522+66.9% | $5,060+115.2% | $10,827+0.6% |