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 | $139,381 | $84,402+65.1% | $61,373+127.1% | $134,475+3.6% |
| Participation rate | 81.8% | 62.2%+19.6pp | 52.6%+29.2pp | 81.2%+0.6pp |
| Annual return | -19.73% | 584.55%-604.3pp | 338.61%-358.3pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,952 | $1,544+26.4% | $1,159+68.3% | $4,740-58.8% |
| Participant deferral / active EE | $6,448 | $2,819+128.7% | $2,125+203.5% | $6,400+0.8% |
| Admin fee / account holder | $1,340 | $2,585-48.2% | $2,130-37.1% | $11,426-88.3% |