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 | $120,005 | $97,757+22.8% | $83,848+43.1% | $135,375-11.4% |
| Participation rate | 94.7% | 80.0%+14.8pp | 76.1%+18.6pp | 82.6%+12.1pp |
| Annual return | -5.29% | 1287.37%-1292.7pp | 850.88%-856.2pp | 519.73%-525.0pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,480 | $4,682+81.1% | $4,082+107.8% | $5,609+51.2% |
| Admin fee / account holder | $1,141 | $6,674-82.9% | $5,478-79.2% | $10,827-89.5% |