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 | $233,481 | $92,703+151.9% | $82,719+182.3% | $134,475+73.6% |
| Participation rate | 92.3% | 75.2%+17.1pp | 72.6%+19.8pp | 81.2%+11.1pp |
| Annual return | -19.78% | 944.92%-964.7pp | 701.18%-721.0pp | 417.96%-437.7pp |
| Employer contribution / active EE | $5,756 | $3,274+75.8% | $3,009+91.3% | $4,740+21.4% |
| Participant deferral / active EE | $8,048 | $4,802+67.6% | $4,395+83.1% | $6,400+25.8% |
| Admin fee / account holder | $2,225 | $5,983-62.8% | $5,329-58.2% | $11,426-80.5% |