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 | $164,380 | $92,703+77.3% | $82,719+98.7% | $134,475+22.2% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.4pp | 81.2%+9.7pp |
| Annual return | -17.64% | 944.92%-962.6pp | 701.18%-718.8pp | 417.96%-435.6pp |
| Employer contribution / active EE | $2,344 | $3,274-28.4% | $3,009-22.1% | $4,740-50.5% |
| Participant deferral / active EE | $6,236 | $4,802+29.9% | $4,395+41.9% | $6,400-2.6% |
| Admin fee / account holder | $3,495 | $5,983-41.6% | $5,329-34.4% | $11,426-69.4% |