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 | $110,174 | $97,757+12.7% | $83,848+31.4% | $135,375-18.6% |
| Participation rate | 86.7% | 80.0%+6.7pp | 76.1%+10.5pp | 82.6%+4.0pp |
| Annual return | -2.89% | 1287.37%-1290.3pp | 850.88%-853.8pp | 519.73%-522.6pp |
| Employer contribution / active EE | $1,157 | $4,222-72.6% | $3,631-68.1% | $4,779-75.8% |
| Participant deferral / active EE | $8,054 | $4,682+72.0% | $4,082+97.3% | $5,609+43.6% |
| Admin fee / account holder | $1,550 | $6,674-76.8% | $5,478-71.7% | $10,827-85.7% |