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 | $101,963 | $97,757+4.3% | $83,848+21.6% | $135,375-24.7% |
| Participation rate | 90.5% | 80.0%+10.5pp | 76.1%+14.3pp | 82.6%+7.8pp |
| Annual return | -8.84% | 1287.37%-1296.2pp | 850.88%-859.7pp | 519.73%-528.6pp |
| Employer contribution / active EE | $8,375 | $4,222+98.4% | $3,631+130.7% | $4,779+75.3% |
| Participant deferral / active EE | $5,960 | $4,682+27.3% | $4,082+46.0% | $5,609+6.3% |
| Admin fee / account holder | $9,686 | $6,674+45.1% | $5,478+76.8% | $10,827-10.5% |