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 | $103,713 | $92,703+11.9% | $82,719+25.4% | $134,475-22.9% |
| Participation rate | 81.3% | 75.2%+6.1pp | 72.6%+8.7pp | 81.2%0pp |
| Annual return | -5.61% | 944.92%-950.5pp | 701.18%-706.8pp | 417.96%-423.6pp |
| Employer contribution / active EE | $4,873 | $3,274+48.8% | $3,009+61.9% | $4,740+2.8% |
| Participant deferral / active EE | $9,039 | $4,802+88.2% | $4,395+105.7% | $6,400+41.2% |
| Admin fee / account holder | $1,652 | $5,983-72.4% | $5,329-69.0% | $11,426-85.5% |