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 | $114,820 | $82,630+39.0% | $64,105+79.1% | $125,391-8.4% |
| Participation rate | 87.5% | 75.9%+11.6pp | 68.2%+19.3pp | 83.2%+4.3pp |
| Annual return | -0.92% | 1489.72%-1490.6pp | 791.24%-792.2pp | 282.22%-283.1pp |
| Employer contribution / active EE | $1,027 | $2,671-61.6% | $1,820-43.6% | $4,866-78.9% |
| Participant deferral / active EE | $2,693 | $3,608-25.4% | $2,822-4.6% | $5,352-49.7% |
| Admin fee / account holder | $693 | $6,382-89.1% | $4,499-84.6% | $9,540-92.7% |