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 | $124,804 | $133,958-6.8% | $112,228+11.2% | $134,475-7.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.65% | 47.11%-63.8pp | 27.45%-44.1pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,638 | $4,038-59.4% | $3,635-54.9% | $4,740-65.4% |
| Participant deferral / active EE | $5,008 | $5,291-5.3% | $4,728+5.9% | $6,400-21.7% |
| Admin fee / account holder | $522 | $7,489-93.0% | $6,410-91.9% | $11,426-95.4% |