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 9-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 | $133,455 | $106,543+25.3% | $91,220+46.3% | $134,475-0.8% |
| Participation rate | 88.9% | 76.8%+12.1pp | 73.2%+15.7pp | 81.2%+7.7pp |
| Annual return | -19.68% | 160.60%-180.3pp | 114.01%-133.7pp | 417.96%-437.6pp |
| Employer contribution / active EE | $2,676 | $3,331-19.7% | $2,850-6.1% | $4,740-43.5% |
| Participant deferral / active EE | $8,576 | $4,719+81.7% | $4,234+102.6% | $6,400+34.0% |
| Admin fee / account holder | $1,603 | $6,231-74.3% | $5,420-70.4% | $11,426-86.0% |