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 | $180,428 | $92,703+94.6% | $82,719+118.1% | $134,475+34.2% |
| Participation rate | 95.0% | 75.2%+19.8pp | 72.6%+22.4pp | 81.2%+13.8pp |
| Annual return | -12.85% | 944.92%-957.8pp | 701.18%-714.0pp | 417.96%-430.8pp |
| Employer contribution / active EE | $4,593 | $3,274+40.3% | $3,009+52.6% | $4,740-3.1% |
| Participant deferral / active EE | $7,652 | $4,802+59.4% | $4,395+74.1% | $6,400+19.6% |
| Admin fee / account holder | $12,991 | $5,983+117.1% | $5,329+143.8% | $11,426+13.7% |