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 7-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 | $182,526 | $190,805-4.3% | $159,960+14.1% | $134,475+35.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.42% | 552.23%-568.7pp | 408.60%-425.0pp | 417.96%-434.4pp |
| Employer contribution / active EE | $18,933 | $4,995+279.0% | $4,226+348.0% | $4,740+299.5% |
| Participant deferral / active EE | $20,300 | $6,923+193.2% | $6,182+228.4% | $6,400+217.2% |
| Admin fee / account holder | $1,281 | $10,471-87.8% | $8,698-85.3% | $11,426-88.8% |