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 | $87,129 | $138,044-36.9% | $125,339-30.5% | $134,475-35.2% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -15.00% | 750.33%-765.3pp | 572.05%-587.1pp | 417.96%-433.0pp |
| Employer contribution / active EE | $8,708 | $5,243+66.1% | $4,814+80.9% | $4,740+83.7% |
| Participant deferral / active EE | $7,624 | $7,799-2.2% | $7,446+2.4% | $6,400+19.1% |
| Admin fee / account holder | $800 | $11,571-93.1% | $10,010-92.0% | $11,426-93.0% |