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 | $187,944 | $180,449+4.2% | $154,107+22.0% | $135,375+38.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.16% | 888.09%-895.3pp | 735.12%-742.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $5,835 | $6,035-3.3% | $5,298+10.1% | $4,779+22.1% |
| Participant deferral / active EE | $11,833 | $5,806+103.8% | $5,081+132.9% | $5,609+111.0% |
| Admin fee / account holder | $1,689 | $16,143-89.5% | $13,411-87.4% | $10,827-84.4% |