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 | $135,452 | $59,159+129.0% | $159,960-15.3% | $66,914+102.4% |
| Participation rate | 88.1% | 68.1%+20.0pp | 78.0%+10.1pp | 69.8%+18.3pp |
| Annual return | -14.59% | -12.26%-2.3pp | 408.60%-423.2pp | 1.58%-16.2pp |
| Employer contribution / active EE | $4,812 | $1,983+142.7% | $4,226+13.9% | $2,544+89.1% |
| Participant deferral / active EE | $9,110 | $4,395+107.3% | $6,182+47.4% | $4,237+115.0% |
| Admin fee / account holder | $3,663 | $591+519.9% | $8,698-57.9% | $593+517.4% |