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 8-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 | $159,901 | $190,805-16.2% | $159,9600% | $134,475+18.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -10.28% | 552.23%-562.5pp | 408.60%-418.9pp | 417.96%-428.2pp |
| Employer contribution / active EE | $7,688 | $4,995+53.9% | $4,226+81.9% | $4,740+62.2% |
| Participant deferral / active EE | $13,500 | $6,923+95.0% | $6,182+118.4% | $6,400+110.9% |
| Admin fee / account holder | $1,791 | $10,471-82.9% | $8,698-79.4% | $11,426-84.3% |