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 | $178,925 | $190,805-6.2% | $159,960+11.9% | $134,475+33.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.89% | 552.23%-570.1pp | 408.60%-426.5pp | 417.96%-435.9pp |
| Employer contribution / active EE | $2,659 | $4,995-46.8% | $4,226-37.1% | $4,740-43.9% |
| Participant deferral / active EE | $5,339 | $6,923-22.9% | $6,182-13.6% | $6,400-16.6% |
| Admin fee / account holder | $5,244 | $10,471-49.9% | $8,698-39.7% | $11,426-54.1% |