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 | $134,363 | $97,757+37.4% | $83,848+60.2% | $135,375-0.7% |
| Participation rate | 95.5% | 80.0%+15.5pp | 76.1%+19.3pp | 82.6%+12.8pp |
| Annual return | -6.84% | 1287.37%-1294.2pp | 850.88%-857.7pp | 519.73%-526.6pp |
| Employer contribution / active EE | $8,181 | $4,222+93.8% | $3,631+125.3% | $4,779+71.2% |
| Participant deferral / active EE | $3,788 | $4,682-19.1% | $4,082-7.2% | $5,609-32.5% |
| Admin fee / account holder | $4,364 | $6,674-34.6% | $5,478-20.3% | $10,827-59.7% |