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 | $129,927 | $92,703+40.2% | $82,719+57.1% | $134,475-3.4% |
| Participation rate | 94.4% | 75.2%+19.3pp | 72.6%+21.9pp | 81.2%+13.2pp |
| Annual return | -15.58% | 944.92%-960.5pp | 701.18%-716.8pp | 417.96%-433.5pp |
| Employer contribution / active EE | $4,204 | $3,274+28.4% | $3,009+39.7% | $4,740-11.3% |
| Participant deferral / active EE | $11,171 | $4,802+132.6% | $4,395+154.2% | $6,400+74.5% |
| Admin fee / account holder | $6,700 | $5,983+12.0% | $5,329+25.7% | $11,426-41.4% |