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 | $127,420 | $138,065-7.7% | $123,544+3.1% | $135,375-5.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.17% | 153.68%-158.9pp | 119.20%-124.4pp | 519.73%-524.9pp |
| Employer contribution / active EE | $2,519 | $5,151-51.1% | $4,628-45.6% | $4,779-47.3% |
| Participant deferral / active EE | $5,253 | $6,799-22.7% | $6,426-18.3% | $5,609-6.4% |
| Admin fee / account holder | $14,113 | $10,916+29.3% | $9,284+52.0% | $10,827+30.3% |