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 | $176,504 | $180,449-2.2% | $154,107+14.5% | $135,375+30.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.74% | 888.09%-895.8pp | 735.12%-742.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $13,619 | $6,035+125.7% | $5,298+157.1% | $4,779+185.0% |
| Participant deferral / active EE | $11,012 | $5,806+89.7% | $5,081+116.7% | $5,609+96.3% |
| Admin fee / account holder | $1,807 | $16,143-88.8% | $13,411-86.5% | $10,827-83.3% |