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 | $157,962 | $97,757+61.6% | $83,848+88.4% | $135,375+16.7% |
| Participation rate | 81.8% | 80.0%+1.9pp | 76.1%+5.7pp | 82.6%-0.8pp |
| Annual return | -5.46% | 1287.37%-1292.8pp | 850.88%-856.3pp | 519.73%-525.2pp |
| Employer contribution / active EE | $2,024 | $4,222-52.1% | $3,631-44.3% | $4,779-57.6% |
| Participant deferral / active EE | $4,302 | $4,682-8.1% | $4,082+5.4% | $5,609-23.3% |
| Admin fee / account holder | $575 | $6,674-91.4% | $5,478-89.5% | $10,827-94.7% |