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 | $163,828 | $97,757+67.6% | $83,848+95.4% | $135,375+21.0% |
| Participation rate | 91.3% | 80.0%+11.4pp | 76.1%+15.2pp | 82.6%+8.7pp |
| Annual return | -5.45% | 1287.37%-1292.8pp | 850.88%-856.3pp | 519.73%-525.2pp |
| Employer contribution / active EE | $4,195 | $4,222-0.6% | $3,631+15.5% | $4,779-12.2% |
| Participant deferral / active EE | $7,858 | $4,682+67.8% | $4,082+92.5% | $5,609+40.1% |
| Admin fee / account holder | $5,635 | $6,674-15.6% | $5,478+2.9% | $10,827-48.0% |