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 | $104,799 | $84,695+23.7% | $73,843+41.9% | $125,391-16.4% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.4%+1.6pp | 83.2%-8.2pp |
| Annual return | -2.90% | 3123.53%-3126.4pp | 2267.84%-2270.7pp | 282.22%-285.1pp |
| Employer contribution / active EE | $2,943 | $3,123-5.8% | $2,787+5.6% | $4,866-39.5% |
| Participant deferral / active EE | $7,496 | $3,992+87.8% | $3,583+109.2% | $5,352+40.1% |
| Admin fee / account holder | $973 | $5,691-82.9% | $4,880-80.1% | $9,540-89.8% |