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 | $143,044 | $138,044+3.6% | $125,339+14.1% | $134,475+6.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.12% | 750.33%-768.4pp | 572.05%-590.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $5,728 | $5,243+9.3% | $4,814+19.0% | $4,740+20.9% |
| Participant deferral / active EE | $11,624 | $7,799+49.0% | $7,446+56.1% | $6,400+81.6% |
| Admin fee / account holder | $4,247 | $11,571-63.3% | $10,010-57.6% | $11,426-62.8% |