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 | $139,634 | $190,805-26.8% | $159,960-12.7% | $134,475+3.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.14% | 552.23%-569.4pp | 408.60%-425.7pp | 417.96%-435.1pp |
| Employer contribution / active EE | $4,190 | $4,995-16.1% | $4,226-0.9% | $4,740-11.6% |
| Participant deferral / active EE | $4,985 | $6,923-28.0% | $6,182-19.4% | $6,400-22.1% |
| Admin fee / account holder | $940 | $10,471-91.0% | $8,698-89.2% | $11,426-91.8% |