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 | $147,412 | $160,055-7.9% | $140,016+5.3% | $135,375+8.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.78% | 911.38%-920.2pp | 651.12%-659.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $15,477 | $6,420+141.1% | $5,606+176.1% | $4,779+223.9% |
| Participant deferral / active EE | $11,213 | $7,642+46.7% | $6,927+61.9% | $5,609+99.9% |
| Admin fee / account holder | $1,143 | $13,328-91.4% | $10,705-89.3% | $10,827-89.4% |