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 | $185,989 | $180,449+3.1% | $154,107+20.7% | $135,375+37.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.42% | 888.09%-895.5pp | 735.12%-742.5pp | 519.73%-527.2pp |
| Employer contribution / active EE | $8,219 | $6,035+36.2% | $5,298+55.1% | $4,779+72.0% |
| Participant deferral / active EE | $6,921 | $5,806+19.2% | $5,081+36.2% | $5,609+23.4% |
| Admin fee / account holder | $12,133 | $16,143-24.8% | $13,411-9.5% | $10,827+12.1% |