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 | $143,454 | $138,044+3.9% | $125,339+14.5% | $134,475+6.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.43% | 750.33%-759.8pp | 572.05%-581.5pp | 417.96%-427.4pp |
| Employer contribution / active EE | $6,189 | $5,243+18.0% | $4,814+28.6% | $4,740+30.6% |
| Participant deferral / active EE | $6,179 | $7,799-20.8% | $7,446-17.0% | $6,400-3.4% |
| Admin fee / account holder | $2,691 | $11,571-76.7% | $10,010-73.1% | $11,426-76.4% |