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 | $127,631 | $138,065-7.6% | $123,544+3.3% | $135,375-5.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.40% | 153.68%-155.1pp | 119.20%-120.6pp | 519.73%-521.1pp |
| Employer contribution / active EE | $6,863 | $5,151+33.2% | $4,628+48.3% | $4,779+43.6% |
| Participant deferral / active EE | $10,861 | $6,799+59.7% | $6,426+69.0% | $5,609+93.6% |
| Admin fee / account holder | $70,419 | $10,916+545.1% | $9,284+658.5% | $10,827+550.4% |