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 | $93,607 | $82,630+13.3% | $64,105+46.0% | $125,391-25.3% |
| Participation rate | 87.5% | 75.9%+11.6pp | 68.2%+19.3pp | 83.2%+4.3pp |
| Annual return | -2.60% | 1489.72%-1492.3pp | 791.24%-793.8pp | 282.22%-284.8pp |
| Employer contribution / active EE | $3,337 | $2,671+24.9% | $1,820+83.3% | $4,866-31.4% |
| Participant deferral / active EE | $6,964 | $3,608+93.0% | $2,822+146.8% | $5,352+30.1% |
| Admin fee / account holder | $2,157 | $6,382-66.2% | $4,499-52.1% | $9,540-77.4% |