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 | $140,497 | $138,065+1.8% | $123,544+13.7% | $135,375+3.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.33% | 153.68%-159.0pp | 119.20%-124.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $1,297 | $5,151-74.8% | $4,628-72.0% | $4,779-72.9% |
| Participant deferral / active EE | $7,750 | $6,799+14.0% | $6,426+20.6% | $5,609+38.2% |
| Admin fee / account holder | $1,038 | $10,916-90.5% | $9,284-88.8% | $10,827-90.4% |