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 | $142,576 | $99,640+43.1% | $86,436+65.0% | $134,475+6.0% |
| Participation rate | 87.5% | 82.0%+5.5pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -12.31% | 6782.58%-6794.9pp | 4394.89%-4407.2pp | 417.96%-430.3pp |
| Employer contribution / active EE | $7,486 | $4,400+70.1% | $3,769+98.6% | $4,740+57.9% |
| Participant deferral / active EE | $11,574 | $7,246+59.7% | $6,952+66.5% | $6,400+80.8% |
| Admin fee / account holder | $4,939 | $8,371-41.0% | $6,731-26.6% | $11,426-56.8% |