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 | $143,930 | $138,065+4.2% | $123,544+16.5% | $135,375+6.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.00% | 153.68%-153.7pp | 119.20%-119.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $4,458 | $5,151-13.5% | $4,628-3.7% | $4,779-6.7% |
| Participant deferral / active EE | $5,744 | $6,799-15.5% | $6,426-10.6% | $5,609+2.4% |
| Admin fee / account holder | $406 | $10,916-96.3% | $9,284-95.6% | $10,827-96.3% |