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 | $140,172 | $133,958+4.6% | $112,228+24.9% | $134,475+4.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.45% | 47.11%-67.6pp | 27.45%-47.9pp | 417.96%-438.4pp |
| Employer contribution / active EE | $5,722 | $4,038+41.7% | $3,635+57.4% | $4,740+20.7% |
| Participant deferral / active EE | $14,088 | $5,291+166.3% | $4,728+198.0% | $6,400+120.1% |
| Admin fee / account holder | $991 | $7,489-86.8% | $6,410-84.5% | $11,426-91.3% |