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 | $122,016 | $180,449-32.4% | $154,107-20.8% | $135,375-9.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.99% | 888.09%-895.1pp | 735.12%-742.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $7,002 | $6,035+16.0% | $5,298+32.2% | $4,779+46.5% |
| Participant deferral / active EE | $4,123 | $5,806-29.0% | $5,081-18.8% | $5,609-26.5% |
| Admin fee / account holder | $1,566 | $16,143-90.3% | $13,411-88.3% | $10,827-85.5% |