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 | $204,718 | $135,635+50.9% | $110,238+85.7% | $135,375+51.2% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.8%+7.7pp | 82.6%+4.9pp |
| Annual return | -6.52% | 513.19%-519.7pp | 314.74%-321.3pp | 519.73%-526.3pp |
| Employer contribution / active EE | $2,604 | $4,906-46.9% | $3,826-32.0% | $4,779-45.5% |
| Participant deferral / active EE | $7,139 | $5,506+29.7% | $4,672+52.8% | $5,609+27.3% |
| Admin fee / account holder | $1,411 | $11,457-87.7% | $8,547-83.5% | $10,827-87.0% |