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 | $126,557 | $138,065-8.3% | $123,544+2.4% | $135,375-6.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.01% | 153.68%-160.7pp | 119.20%-126.2pp | 519.73%-526.7pp |
| Employer contribution / active EE | $5,019 | $5,151-2.6% | $4,628+8.5% | $4,779+5.0% |
| Participant deferral / active EE | $4,487 | $6,799-34.0% | $6,426-30.2% | $5,609-20.0% |
| Admin fee / account holder | $59,615 | $10,916+446.1% | $9,284+542.1% | $10,827+450.6% |