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 | $124,287 | $138,044-10.0% | $125,339-0.8% | $134,475-7.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.93% | 750.33%-766.3pp | 572.05%-588.0pp | 417.96%-433.9pp |
| Employer contribution / active EE | $5,112 | $5,243-2.5% | $4,814+6.2% | $4,740+7.9% |
| Participant deferral / active EE | $14,213 | $7,799+82.2% | $7,446+90.9% | $6,400+122.1% |
| Admin fee / account holder | $8,918 | $11,571-22.9% | $10,010-10.9% | $11,426-22.0% |