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 | $123,693 | $180,449-31.5% | $154,107-19.7% | $135,375-8.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.17% | 888.09%-894.3pp | 735.12%-741.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $4,896 | $6,035-18.9% | $5,298-7.6% | $4,779+2.5% |
| Participant deferral / active EE | $5,193 | $5,806-10.6% | $5,081+2.2% | $5,609-7.4% |
| Admin fee / account holder | $2,405 | $16,143-85.1% | $13,411-82.1% | $10,827-77.8% |