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 | $96,853 | $135,635-28.6% | $110,238-12.1% | $135,375-28.5% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | -7.10% | 513.19%-520.3pp | 314.74%-321.8pp | 519.73%-526.8pp |
| Employer contribution / active EE | $9,129 | $4,906+86.1% | $3,826+138.6% | $4,779+91.0% |
| Participant deferral / active EE | $14,787 | $5,506+168.5% | $4,672+216.5% | $5,609+163.6% |
| Admin fee / account holder | $4,508 | $11,457-60.7% | $8,547-47.3% | $10,827-58.4% |