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 | $147,089 | $180,449-18.5% | $154,107-4.6% | $135,375+8.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.50% | 888.09%-894.6pp | 735.12%-741.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,541 | $6,035-57.9% | $5,298-52.0% | $4,779-46.8% |
| Participant deferral / active EE | $13,649 | $5,806+135.1% | $5,081+168.7% | $5,609+143.4% |
| Admin fee / account holder | $3,889 | $16,143-75.9% | $13,411-71.0% | $10,827-64.1% |