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 | $159,455 | $180,449-11.6% | $154,107+3.5% | $135,375+17.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.58% | 888.09%-894.7pp | 735.12%-741.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $3,494 | $6,035-42.1% | $5,298-34.0% | $4,779-26.9% |
| Participant deferral / active EE | $4,543 | $5,806-21.8% | $5,081-10.6% | $5,609-19.0% |
| Admin fee / account holder | $4,609 | $16,143-71.5% | $13,411-65.6% | $10,827-57.4% |