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 | $133,240 | $135,635-1.8% | $110,238+20.9% | $135,375-1.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.73% | 513.19%-518.9pp | 314.74%-320.5pp | 519.73%-525.5pp |
| Employer contribution / active EE | $13,689 | $4,906+179.0% | $3,826+257.8% | $4,779+186.5% |
| Participant deferral / active EE | $3,841 | $5,506-30.2% | $4,672-17.8% | $5,609-31.5% |
| Admin fee / account holder | $28,423 | $11,457+148.1% | $8,547+232.5% | $10,827+162.5% |