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 | $128,536 | $92,703+38.7% | $82,719+55.4% | $134,475-4.4% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -12.76% | 944.92%-957.7pp | 701.18%-713.9pp | 417.96%-430.7pp |
| Employer contribution / active EE | $6,441 | $3,274+96.7% | $3,009+114.0% | $4,740+35.9% |
| Participant deferral / active EE | $7,187 | $4,802+49.7% | $4,395+63.5% | $6,400+12.3% |
| Admin fee / account holder | $874 | $5,983-85.4% | $5,329-83.6% | $11,426-92.3% |