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 7-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 | $143,356 | $190,805-24.9% | $159,960-10.4% | $134,475+6.6% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.58% | 552.23%-570.8pp | 408.60%-427.2pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,088 | $4,995-78.2% | $4,226-74.2% | $4,740-77.0% |
| Participant deferral / active EE | $13,796 | $6,923+99.3% | $6,182+123.2% | $6,400+115.6% |
| Admin fee / account holder | $1,523 | $10,471-85.5% | $8,698-82.5% | $11,426-86.7% |