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 | $143,562 | $160,055-10.3% | $140,016+2.5% | $135,375+6.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.75% | 911.38%-915.1pp | 651.12%-654.9pp | 519.73%-523.5pp |
| Employer contribution / active EE | $4,130 | $6,420-35.7% | $5,606-26.3% | $4,779-13.6% |
| Participant deferral / active EE | $10,002 | $7,642+30.9% | $6,927+44.4% | $5,609+78.3% |
| Admin fee / account holder | $4,975 | $13,328-62.7% | $10,705-53.5% | $10,827-54.0% |