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 | $163,967 | $97,757+67.7% | $83,848+95.6% | $135,375+21.1% |
| Participation rate | 72.7% | 80.0%-7.2pp | 76.1%-3.4pp | 82.6%-9.9pp |
| Annual return | -5.41% | 1287.37%-1292.8pp | 850.88%-856.3pp | 519.73%-525.1pp |
| Employer contribution / active EE | $1,391 | $4,222-67.0% | $3,631-61.7% | $4,779-70.9% |
| Participant deferral / active EE | $4,177 | $4,682-10.8% | $4,082+2.3% | $5,609-25.5% |
| Admin fee / account holder | $624 | $6,674-90.7% | $5,478-88.6% | $10,827-94.2% |