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 | $165,391 | $180,449-8.3% | $154,107+7.3% | $135,375+22.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.48% | 888.09%-892.6pp | 735.12%-739.6pp | 519.73%-524.2pp |
| Employer contribution / active EE | $5,213 | $6,035-13.6% | $5,298-1.6% | $4,779+9.1% |
| Participant deferral / active EE | $4,776 | $5,806-17.7% | $5,081-6.0% | $5,609-14.8% |
| Admin fee / account holder | $4,432 | $16,143-72.5% | $13,411-67.0% | $10,827-59.1% |