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 | $157,156 | $97,757+60.8% | $83,848+87.4% | $135,375+16.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.20% | 1287.37%-1294.6pp | 850.88%-858.1pp | 519.73%-526.9pp |
| Employer contribution / active EE | $4,885 | $4,222+15.7% | $3,631+34.6% | $4,779+2.2% |
| Participant deferral / active EE | $9,069 | $4,682+93.7% | $4,082+122.2% | $5,609+61.7% |
| Admin fee / account holder | $321 | $6,674-95.2% | $5,478-94.1% | $10,827-97.0% |