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 | $85,870 | $160,055-46.3% | $140,016-38.7% | $135,375-36.6% |
| Participation rate | 94.1% | 88.5%+5.6pp | 87.5%+6.6pp | 82.6%+11.5pp |
| Annual return | -4.16% | 911.38%-915.5pp | 651.12%-655.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $10,267 | $6,420+59.9% | $5,606+83.2% | $4,779+114.9% |
| Participant deferral / active EE | $13,727 | $7,642+79.6% | $6,927+98.2% | $5,609+144.7% |
| Admin fee / account holder | $644 | $13,328-95.2% | $10,705-94.0% | $10,827-94.0% |