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 | $125,526 | $90,600+38.6% | $79,464+58.0% | $135,375-7.3% |
| Participation rate | 70.6% | 76.0%-5.5pp | 73.3%-2.8pp | 82.6%-12.1pp |
| Annual return | -6.82% | 977.43%-984.3pp | 718.14%-725.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $4,287 | $3,068+39.7% | $2,800+53.1% | $4,779-10.3% |
| Participant deferral / active EE | $7,410 | $4,050+82.9% | $3,704+100.1% | $5,609+32.1% |
| Admin fee / account holder | $727 | $5,907-87.7% | $5,113-85.8% | $10,827-93.3% |