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 8-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 | $145,083 | $138,044+5.1% | $125,339+15.8% | $134,475+7.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.14% | 750.33%-770.5pp | 572.05%-592.2pp | 417.96%-438.1pp |
| Employer contribution / active EE | $7,080 | $5,243+35.0% | $4,814+47.1% | $4,740+49.4% |
| Participant deferral / active EE | $11,039 | $7,799+41.6% | $7,446+48.3% | $6,400+72.5% |
| Admin fee / account holder | $828 | $11,571-92.8% | $10,010-91.7% | $11,426-92.8% |