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 | $79,300 | $67,331+17.8% | $60,874+30.3% | $134,475-41.0% |
| Participation rate | 83.3% | 76.2%+7.2pp | 73.1%+10.2pp | 81.2%+2.1pp |
| Annual return | -10.42% | 49.93%-60.4pp | 16.90%-27.3pp | 417.96%-428.4pp |
| Employer contribution / active EE | $8,642 | $3,096+179.1% | $2,701+219.9% | $4,740+82.3% |
| Participant deferral / active EE | $0 | $4,538-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,565 | $4,582-65.9% | $3,224-51.5% | $11,426-86.3% |