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 | $146,644 | $138,065+6.2% | $123,544+18.7% | $135,375+8.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.07% | 153.68%-156.8pp | 119.20%-122.3pp | 519.73%-522.8pp |
| Employer contribution / active EE | $5,087 | $5,151-1.3% | $4,628+9.9% | $4,779+6.4% |
| Participant deferral / active EE | $7,320 | $6,799+7.7% | $6,426+13.9% | $5,609+30.5% |
| Admin fee / account holder | $6,077 | $10,916-44.3% | $9,284-34.5% | $10,827-43.9% |