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 6-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 | $138,530 | $92,703+49.4% | $82,719+67.5% | $134,475+3.0% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -19.32% | 944.92%-964.2pp | 701.18%-720.5pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,564 | $3,274-21.7% | $3,009-14.8% | $4,740-45.9% |
| Participant deferral / active EE | $6,523 | $4,802+35.8% | $4,395+48.4% | $6,400+1.9% |
| Admin fee / account holder | $974 | $5,983-83.7% | $5,329-81.7% | $11,426-91.5% |