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 | $88,383 | $82,630+7.0% | $64,105+37.9% | $125,391-29.5% |
| Participation rate | 94.4% | 75.9%+18.6pp | 68.2%+26.3pp | 83.2%+11.3pp |
| Annual return | -0.59% | 1489.72%-1490.3pp | 791.24%-791.8pp | 282.22%-282.8pp |
| Employer contribution / active EE | $1,418 | $2,671-46.9% | $1,820-22.1% | $4,866-70.9% |
| Participant deferral / active EE | $2,296 | $3,608-36.4% | $2,822-18.6% | $5,352-57.1% |
| Admin fee / account holder | $5,536 | $6,382-13.2% | $4,499+23.0% | $9,540-42.0% |