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 | $132,929 | $138,065-3.7% | $123,544+7.6% | $135,375-1.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.50% | 153.68%-160.2pp | 119.20%-125.7pp | 519.73%-526.2pp |
| Employer contribution / active EE | $3,295 | $5,151-36.0% | $4,628-28.8% | $4,779-31.0% |
| Participant deferral / active EE | $3,097 | $6,799-54.5% | $6,426-51.8% | $5,609-44.8% |
| Admin fee / account holder | $3,965 | $10,916-63.7% | $9,284-57.3% | $10,827-63.4% |