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 | $148,171 | $90,600+63.5% | $79,464+86.5% | $135,375+9.5% |
| Participation rate | 91.7% | 76.0%+15.6pp | 73.3%+18.3pp | 82.6%+9.0pp |
| Annual return | -4.61% | 977.43%-982.0pp | 718.14%-722.8pp | 519.73%-524.3pp |
| Employer contribution / active EE | $5,638 | $3,068+83.8% | $2,800+101.3% | $4,779+18.0% |
| Participant deferral / active EE | $8,688 | $4,050+114.5% | $3,704+134.6% | $5,609+54.9% |
| Admin fee / account holder | $1,159 | $5,907-80.4% | $5,113-77.3% | $10,827-89.3% |