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 | $133,889 | $180,449-25.8% | $154,107-13.1% | $135,375-1.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.65% | 888.09%-895.7pp | 735.12%-742.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $7,473 | $6,035+23.8% | $5,298+41.1% | $4,779+56.4% |
| Participant deferral / active EE | $6,795 | $5,806+17.0% | $5,081+33.7% | $5,609+21.1% |
| Admin fee / account holder | $1,453 | $16,143-91.0% | $13,411-89.2% | $10,827-86.6% |