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 | $139,604 | $180,449-22.6% | $154,107-9.4% | $135,375+3.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.11% | 888.09%-895.2pp | 735.12%-742.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $7,517 | $6,035+24.6% | $5,298+41.9% | $4,779+57.3% |
| Participant deferral / active EE | $5,166 | $5,806-11.0% | $5,081+1.7% | $5,609-7.9% |
| Admin fee / account holder | $876 | $16,143-94.6% | $13,411-93.5% | $10,827-91.9% |