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 | $159,618 | $180,449-11.5% | $154,107+3.6% | $135,375+17.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.41% | 888.09%-894.5pp | 735.12%-741.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $2,906 | $6,035-51.8% | $5,298-45.1% | $4,779-39.2% |
| Participant deferral / active EE | $6,959 | $5,806+19.9% | $5,081+37.0% | $5,609+24.1% |
| Admin fee / account holder | $906 | $16,143-94.4% | $13,411-93.2% | $10,827-91.6% |