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 | $77,976 | $97,757-20.2% | $83,848-7.0% | $135,375-42.4% |
| Participation rate | 88.2% | 80.0%+8.3pp | 76.1%+12.1pp | 82.6%+5.6pp |
| Annual return | -8.77% | 1287.37%-1296.1pp | 850.88%-859.6pp | 519.73%-528.5pp |
| Employer contribution / active EE | $761 | $4,222-82.0% | $3,631-79.0% | $4,779-84.1% |
| Participant deferral / active EE | $8,136 | $4,682+73.8% | $4,082+99.3% | $5,609+45.1% |
| Admin fee / account holder | $1,098 | $6,674-83.5% | $5,478-80.0% | $10,827-89.9% |