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 | $145,053 | $138,044+5.1% | $125,339+15.7% | $134,475+7.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.02% | 750.33%-767.3pp | 572.05%-589.1pp | 417.96%-435.0pp |
| Employer contribution / active EE | $13,779 | $5,243+162.8% | $4,814+186.3% | $4,740+190.7% |
| Participant deferral / active EE | $7,875 | $7,799+1.0% | $7,446+5.8% | $6,400+23.1% |
| Admin fee / account holder | $396 | $11,571-96.6% | $10,010-96.0% | $11,426-96.5% |