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 | $132,851 | $138,065-3.8% | $123,544+7.5% | $135,375-1.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.79% | 153.68%-158.5pp | 119.20%-124.0pp | 519.73%-524.5pp |
| Employer contribution / active EE | $2,227 | $5,151-56.8% | $4,628-51.9% | $4,779-53.4% |
| Participant deferral / active EE | $8,663 | $6,799+27.4% | $6,426+34.8% | $5,609+54.5% |
| Admin fee / account holder | $753 | $10,916-93.1% | $9,284-91.9% | $10,827-93.0% |