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 | $132,079 | $92,703+42.5% | $82,719+59.7% | $134,475-1.8% |
| Participation rate | 84.6% | 75.2%+9.4pp | 72.6%+12.1pp | 81.2%+3.4pp |
| Annual return | -2.25% | 944.92%-947.2pp | 701.18%-703.4pp | 417.96%-420.2pp |
| Employer contribution / active EE | $5,095 | $3,274+55.6% | $3,009+69.3% | $4,740+7.5% |
| Participant deferral / active EE | $4,350 | $4,802-9.4% | $4,395-1.0% | $6,400-32.0% |
| Admin fee / account holder | $2,431 | $5,983-59.4% | $5,329-54.4% | $11,426-78.7% |