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 | $192,242 | $180,449+6.5% | $154,107+24.7% | $135,375+42.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.22% | 888.09%-893.3pp | 735.12%-740.3pp | 519.73%-525.0pp |
| Employer contribution / active EE | $3,549 | $6,035-41.2% | $5,298-33.0% | $4,779-25.7% |
| Participant deferral / active EE | $7,545 | $5,806+29.9% | $5,081+48.5% | $5,609+34.5% |
| Admin fee / account holder | $27,571 | $16,143+70.8% | $13,411+105.6% | $10,827+154.6% |