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 | $140,985 | $180,449-21.9% | $154,107-8.5% | $135,375+4.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.36% | 888.09%-896.4pp | 735.12%-743.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $15,180 | $6,035+151.5% | $5,298+186.5% | $4,779+217.7% |
| Participant deferral / active EE | $17,000 | $5,806+192.8% | $5,081+234.6% | $5,609+203.1% |
| Admin fee / account holder | $375 | $16,143-97.7% | $13,411-97.2% | $10,827-96.5% |