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 | $166,790 | $97,757+70.6% | $83,848+98.9% | $135,375+23.2% |
| Participation rate | 95.0% | 80.0%+15.0pp | 76.1%+18.9pp | 82.6%+12.4pp |
| Annual return | -7.41% | 1287.37%-1294.8pp | 850.88%-858.3pp | 519.73%-527.1pp |
| Employer contribution / active EE | $4,609 | $4,222+9.2% | $3,631+26.9% | $4,779-3.6% |
| Participant deferral / active EE | $9,715 | $4,682+107.5% | $4,082+138.0% | $5,609+73.2% |
| Admin fee / account holder | $3,760 | $6,674-43.7% | $5,478-31.4% | $10,827-65.3% |