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 | $141,086 | $90,600+55.7% | $79,464+77.5% | $135,375+4.2% |
| Participation rate | 93.3% | 76.0%+17.3pp | 73.3%+20.0pp | 82.6%+10.7pp |
| Annual return | -8.78% | 977.43%-986.2pp | 718.14%-726.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $4,365 | $3,068+42.3% | $2,800+55.9% | $4,779-8.6% |
| Participant deferral / active EE | $10,961 | $4,050+170.6% | $3,704+195.9% | $5,609+95.4% |
| Admin fee / account holder | $3,145 | $5,907-46.8% | $5,113-38.5% | $10,827-71.0% |