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 | $156,163 | $138,065+13.1% | $123,544+26.4% | $135,375+15.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.95% | 153.68%-162.6pp | 119.20%-128.1pp | 519.73%-528.7pp |
| Employer contribution / active EE | $3,750 | $5,151-27.2% | $4,628-19.0% | $4,779-21.5% |
| Participant deferral / active EE | $3,808 | $6,799-44.0% | $6,426-40.7% | $5,609-32.1% |
| Admin fee / account holder | $326 | $10,916-97.0% | $9,284-96.5% | $10,827-97.0% |