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 | $165,543 | $190,805-13.2% | $159,960+3.5% | $134,475+23.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -11.82% | 552.23%-564.1pp | 408.60%-420.4pp | 417.96%-429.8pp |
| Employer contribution / active EE | $6,625 | $4,995+32.6% | $4,226+56.8% | $4,740+39.8% |
| Participant deferral / active EE | $14,650 | $6,923+111.6% | $6,182+137.0% | $6,400+128.9% |
| Admin fee / account holder | $150,082 | $10,471+1333.3% | $8,698+1625.5% | $11,426+1213.5% |