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 | $131,757 | $88,594+48.7% | $70,092+88.0% | $134,475-2.0% |
| Participation rate | 92.3% | 74.9%+17.4pp | 70.5%+21.8pp | 81.2%+11.1pp |
| Annual return | -20.50% | 442.67%-463.2pp | 190.73%-211.2pp | 417.96%-438.5pp |
| Employer contribution / active EE | $4,243 | $3,233+31.2% | $2,559+65.8% | $4,740-10.5% |
| Participant deferral / active EE | $7,768 | $4,772+62.8% | $3,849+101.8% | $6,400+21.4% |
| Admin fee / account holder | $6,080 | $10,441-41.8% | $6,267-3.0% | $11,426-46.8% |