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 | $150,943 | $180,449-16.4% | $154,107-2.1% | $135,375+11.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.31% | 888.09%-889.4pp | 735.12%-736.4pp | 519.73%-521.0pp |
| Employer contribution / active EE | $6,114 | $6,035+1.3% | $5,298+15.4% | $4,779+27.9% |
| Participant deferral / active EE | $3,294 | $5,806-43.3% | $5,081-35.2% | $5,609-41.3% |
| Admin fee / account holder | $32,534 | $16,143+101.5% | $13,411+142.6% | $10,827+200.5% |