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 | $184,368 | $97,757+88.6% | $83,848+119.9% | $135,375+36.2% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -5.81% | 1287.37%-1293.2pp | 850.88%-856.7pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,583 | $4,222-62.5% | $3,631-56.4% | $4,779-66.9% |
| Participant deferral / active EE | $3,243 | $4,682-30.7% | $4,082-20.6% | $5,609-42.2% |
| Admin fee / account holder | $1,665 | $6,674-75.0% | $5,478-69.6% | $10,827-84.6% |