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 | $180,238 | $180,449-0.1% | $154,107+17.0% | $135,375+33.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.43% | 888.09%-894.5pp | 735.12%-741.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,658 | $6,035-56.0% | $5,298-49.8% | $4,779-44.4% |
| Participant deferral / active EE | $7,053 | $5,806+21.5% | $5,081+38.8% | $5,609+25.7% |
| Admin fee / account holder | $1,188 | $16,143-92.6% | $13,411-91.1% | $10,827-89.0% |