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 | $138,611 | $97,757+41.8% | $83,848+65.3% | $135,375+2.4% |
| Participation rate | 85.0% | 80.0%+5.0pp | 76.1%+8.9pp | 82.6%+2.4pp |
| Annual return | -5.67% | 1287.37%-1293.0pp | 850.88%-856.6pp | 519.73%-525.4pp |
| Employer contribution / active EE | $3,511 | $4,222-16.8% | $3,631-3.3% | $4,779-26.5% |
| Participant deferral / active EE | $8,757 | $4,682+87.0% | $4,082+114.6% | $5,609+56.1% |
| Admin fee / account holder | $13,330 | $6,674+99.7% | $5,478+143.3% | $10,827+23.1% |