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 | $147,859 | $180,449-18.1% | $154,107-4.1% | $135,375+9.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.67% | 888.09%-893.8pp | 735.12%-740.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,876 | $6,035-68.9% | $5,298-64.6% | $4,779-60.7% |
| Participant deferral / active EE | $8,343 | $5,806+43.7% | $5,081+64.2% | $5,609+48.7% |
| Admin fee / account holder | $749 | $16,143-95.4% | $13,411-94.4% | $10,827-93.1% |