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 | $191,549 | $180,449+6.2% | $154,107+24.3% | $135,375+41.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.94% | 888.09%-895.0pp | 735.12%-742.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $4,378 | $6,035-27.5% | $5,298-17.4% | $4,779-8.4% |
| Participant deferral / active EE | $9,602 | $5,806+65.4% | $5,081+89.0% | $5,609+71.2% |
| Admin fee / account holder | $5,105 | $16,143-68.4% | $13,411-61.9% | $10,827-52.8% |