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 | $84,492 | $97,757-13.6% | $83,848+0.8% | $135,375-37.6% |
| Participation rate | 88.2% | 80.0%+8.3pp | 76.1%+12.1pp | 82.6%+5.6pp |
| Annual return | -7.82% | 1287.37%-1295.2pp | 850.88%-858.7pp | 519.73%-527.5pp |
| Employer contribution / active EE | $8,409 | $4,222+99.2% | $3,631+131.6% | $4,779+76.0% |
| Participant deferral / active EE | $2,964 | $4,682-36.7% | $4,082-27.4% | $5,609-47.2% |
| Admin fee / account holder | $7,865 | $6,674+17.9% | $5,478+43.6% | $10,827-27.4% |