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 | $169,951 | $180,449-5.8% | $154,107+10.3% | $135,375+25.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.06% | 888.09%-893.1pp | 735.12%-740.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $3,025 | $6,035-49.9% | $5,298-42.9% | $4,779-36.7% |
| Participant deferral / active EE | $14,883 | $5,806+156.3% | $5,081+192.9% | $5,609+165.4% |
| Admin fee / account holder | $50,040 | $16,143+210.0% | $13,411+273.1% | $10,827+362.2% |