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 | $103,822 | $168,632-38.4% | $147,614-29.7% | $125,391-17.2% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | -2.59% | 77.65%-80.2pp | 61.98%-64.6pp | 282.22%-284.8pp |
| Employer contribution / active EE | $8,841 | $6,252+41.4% | $5,564+58.9% | $4,866+81.7% |
| Participant deferral / active EE | $7,480 | $5,507+35.8% | $4,895+52.8% | $5,352+39.8% |
| Admin fee / account holder | $999 | $13,580-92.6% | $11,611-91.4% | $9,540-89.5% |