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 | $132,993 | $180,449-26.3% | $154,107-13.7% | $135,375-1.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.64% | 888.09%-890.7pp | 735.12%-737.8pp | 519.73%-522.4pp |
| Employer contribution / active EE | $3,552 | $6,035-41.1% | $5,298-33.0% | $4,779-25.7% |
| Participant deferral / active EE | $12,356 | $5,806+112.8% | $5,081+143.2% | $5,609+120.3% |
| Admin fee / account holder | $1,191 | $16,143-92.6% | $13,411-91.1% | $10,827-89.0% |