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 | $138,718 | $106,543+30.2% | $91,220+52.1% | $134,475+3.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -14.89% | 160.60%-175.5pp | 114.01%-128.9pp | 417.96%-432.9pp |
| Employer contribution / active EE | $1,761 | $3,331-47.1% | $2,850-38.2% | $4,740-62.8% |
| Participant deferral / active EE | $3,611 | $4,719-23.5% | $4,234-14.7% | $6,400-43.6% |
| Admin fee / account holder | $323 | $6,231-94.8% | $5,420-94.0% | $11,426-97.2% |