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 9-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 | $129,385 | $160,055-19.2% | $140,016-7.6% | $135,375-4.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.85% | 911.38%-920.2pp | 651.12%-660.0pp | 519.73%-528.6pp |
| Employer contribution / active EE | $15,078 | $6,420+134.9% | $5,606+169.0% | $4,779+215.5% |
| Participant deferral / active EE | $8,770 | $7,642+14.8% | $6,927+26.6% | $5,609+56.4% |
| Admin fee / account holder | $1,287 | $13,328-90.3% | $10,705-88.0% | $10,827-88.1% |