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 | $90,523 | $97,757-7.4% | $83,848+8.0% | $135,375-33.1% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -9.30% | 1287.37%-1296.7pp | 850.88%-860.2pp | 519.73%-529.0pp |
| Employer contribution / active EE | $3,688 | $4,222-12.6% | $3,631+1.6% | $4,779-22.8% |
| Participant deferral / active EE | $8,974 | $4,682+91.7% | $4,082+119.9% | $5,609+60.0% |
| Admin fee / account holder | $1,159 | $6,674-82.6% | $5,478-78.8% | $10,827-89.3% |