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 | $164,033 | $97,757+67.8% | $83,848+95.6% | $135,375+21.2% |
| Participation rate | 81.3% | 80.0%+1.3pp | 76.1%+5.1pp | 82.6%-1.4pp |
| Annual return | -4.48% | 1287.37%-1291.9pp | 850.88%-855.4pp | 519.73%-524.2pp |
| Employer contribution / active EE | $4,413 | $4,222+4.5% | $3,631+21.5% | $4,779-7.7% |
| Participant deferral / active EE | $8,359 | $4,682+78.5% | $4,082+104.8% | $5,609+49.0% |
| Admin fee / account holder | $2,870 | $6,674-57.0% | $5,478-47.6% | $10,827-73.5% |