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 | $163,543 | $97,757+67.3% | $83,848+95.0% | $135,375+20.8% |
| Participation rate | 95.7% | 80.0%+15.7pp | 76.1%+19.5pp | 82.6%+13.0pp |
| Annual return | -6.32% | 1287.37%-1293.7pp | 850.88%-857.2pp | 519.73%-526.1pp |
| Employer contribution / active EE | $6,236 | $4,222+47.7% | $3,631+71.8% | $4,779+30.5% |
| Participant deferral / active EE | $6,115 | $4,682+30.6% | $4,082+49.8% | $5,609+9.0% |
| Admin fee / account holder | $6,791 | $6,674+1.7% | $5,478+24.0% | $10,827-37.3% |