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 | $158,987 | $95,971+65.7% | $74,550+113.3% | $135,375+17.4% |
| Participation rate | 94.4% | 75.7%+18.8pp | 69.1%+25.3pp | 82.6%+11.8pp |
| Annual return | -4.61% | 56.96%-61.6pp | 32.53%-37.1pp | 519.73%-524.3pp |
| Employer contribution / active EE | $1,529 | $2,716-43.7% | $1,961-22.0% | $4,779-68.0% |
| Participant deferral / active EE | $6,363 | $3,843+65.6% | $3,108+104.7% | $5,609+13.4% |
| Admin fee / account holder | $756 | $6,522-88.4% | $5,060-85.0% | $10,827-93.0% |