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 | $140,591 | $135,635+3.7% | $110,238+27.5% | $135,375+3.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.16% | 513.19%-521.3pp | 314.74%-322.9pp | 519.73%-527.9pp |
| Employer contribution / active EE | $3,174 | $4,906-35.3% | $3,826-17.1% | $4,779-33.6% |
| Participant deferral / active EE | $3,566 | $5,506-35.2% | $4,672-23.7% | $5,609-36.4% |
| Admin fee / account holder | $1,684 | $11,457-85.3% | $8,547-80.3% | $10,827-84.4% |