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 | $146,374 | $180,449-18.9% | $154,107-5.0% | $135,375+8.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.89% | 888.09%-891.0pp | 735.12%-738.0pp | 519.73%-522.6pp |
| Employer contribution / active EE | $3,453 | $6,035-42.8% | $5,298-34.8% | $4,779-27.7% |
| Participant deferral / active EE | $4,914 | $5,806-15.4% | $5,081-3.3% | $5,609-12.4% |
| Admin fee / account holder | $6,544 | $16,143-59.5% | $13,411-51.2% | $10,827-39.6% |