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 | $118,903 | $138,044-13.9% | $125,339-5.1% | $134,475-11.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.89% | 750.33%-761.2pp | 572.05%-582.9pp | 417.96%-428.9pp |
| Employer contribution / active EE | $10,512 | $5,243+100.5% | $4,814+118.4% | $4,740+121.8% |
| Participant deferral / active EE | $10,753 | $7,799+37.9% | $7,446+44.4% | $6,400+68.0% |
| Admin fee / account holder | $1,012 | $11,571-91.3% | $10,010-89.9% | $11,426-91.1% |