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 | $163,164 | $160,055+1.9% | $140,016+16.5% | $135,375+20.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.83% | 911.38%-920.2pp | 651.12%-660.0pp | 519.73%-528.6pp |
| Employer contribution / active EE | $2,738 | $6,420-57.3% | $5,606-51.2% | $4,779-42.7% |
| Participant deferral / active EE | $9,314 | $7,642+21.9% | $6,927+34.5% | $5,609+66.1% |
| Admin fee / account holder | $1,672 | $13,328-87.5% | $10,705-84.4% | $10,827-84.6% |