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 | $119,333 | $88,594+34.7% | $70,092+70.3% | $134,475-11.3% |
| Participation rate | 90.9% | 74.9%+16.0pp | 70.5%+20.4pp | 81.2%+9.7pp |
| Annual return | -16.16% | 442.67%-458.8pp | 190.73%-206.9pp | 417.96%-434.1pp |
| Employer contribution / active EE | $7,220 | $3,233+123.3% | $2,559+182.2% | $4,740+52.3% |
| Participant deferral / active EE | $5,269 | $4,772+10.4% | $3,849+36.9% | $6,400-17.7% |
| Admin fee / account holder | $5,397 | $10,441-48.3% | $6,267-13.9% | $11,426-52.8% |