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 | $133,321 | $135,635-1.7% | $110,238+20.9% | $135,375-1.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.59% | 513.19%-521.8pp | 314.74%-323.3pp | 519.73%-528.3pp |
| Employer contribution / active EE | $8,501 | $4,906+73.3% | $3,826+122.2% | $4,779+77.9% |
| Participant deferral / active EE | $7,526 | $5,506+36.7% | $4,672+61.1% | $5,609+34.2% |
| Admin fee / account holder | $415 | $11,457-96.4% | $8,547-95.1% | $10,827-96.2% |