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 | $133,525 | $106,543+25.3% | $91,220+46.4% | $134,475-0.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -15.76% | 160.60%-176.4pp | 114.01%-129.8pp | 417.96%-433.7pp |
| Employer contribution / active EE | $3,153 | $3,331-5.3% | $2,850+10.6% | $4,740-33.5% |
| Participant deferral / active EE | $7,708 | $4,719+63.3% | $4,234+82.1% | $6,400+20.4% |
| Admin fee / account holder | $28,165 | $6,231+352.0% | $5,420+419.7% | $11,426+146.5% |