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 | $192,288 | $97,757+96.7% | $83,848+129.3% | $135,375+42.0% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -5.29% | 1287.37%-1292.7pp | 850.88%-856.2pp | 519.73%-525.0pp |
| Employer contribution / active EE | $5,017 | $4,222+18.8% | $3,631+38.2% | $4,779+5.0% |
| Participant deferral / active EE | $2,148 | $4,682-54.1% | $4,082-47.4% | $5,609-61.7% |
| Admin fee / account holder | $2,025 | $6,674-69.7% | $5,478-63.0% | $10,827-81.3% |