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 | $152,917 | $180,449-15.3% | $154,107-0.8% | $135,375+13.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.44% | 888.09%-894.5pp | 735.12%-741.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $12,849 | $6,035+112.9% | $5,298+142.5% | $4,779+168.9% |
| Participant deferral / active EE | $8,312 | $5,806+43.2% | $5,081+63.6% | $5,609+48.2% |
| Admin fee / account holder | $3,133 | $16,143-80.6% | $13,411-76.6% | $10,827-71.1% |