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 | $125,649 | $190,805-34.1% | $159,960-21.4% | $134,475-6.6% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.68% | 552.23%-570.9pp | 408.60%-427.3pp | 417.96%-436.6pp |
| Employer contribution / active EE | $11,978 | $4,995+139.8% | $4,226+183.4% | $4,740+152.7% |
| Participant deferral / active EE | $4,567 | $6,923-34.0% | $6,182-26.1% | $6,400-28.6% |
| Admin fee / account holder | $10,536 | $10,471+0.6% | $8,698+21.1% | $11,426-7.8% |