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 6-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 | $147,845 | $92,703+59.5% | $82,719+78.7% | $134,475+9.9% |
| Participation rate | 94.7% | 75.2%+19.5pp | 72.6%+22.2pp | 81.2%+13.5pp |
| Annual return | -3.29% | 944.92%-948.2pp | 701.18%-704.5pp | 417.96%-421.3pp |
| Employer contribution / active EE | $4,162 | $3,274+27.1% | $3,009+38.3% | $4,740-12.2% |
| Participant deferral / active EE | $9,065 | $4,802+88.8% | $4,395+106.3% | $6,400+41.6% |
| Admin fee / account holder | $1,544 | $5,983-74.2% | $5,329-71.0% | $11,426-86.5% |