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 | $99,884 | $90,600+10.2% | $79,464+25.7% | $135,375-26.2% |
| Participation rate | 86.7% | 76.0%+10.6pp | 73.3%+13.3pp | 82.6%+4.0pp |
| Annual return | -4.64% | 977.43%-982.1pp | 718.14%-722.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $2,217 | $3,068-27.7% | $2,800-20.8% | $4,779-53.6% |
| Participant deferral / active EE | $5,725 | $4,050+41.3% | $3,704+54.6% | $5,609+2.1% |
| Admin fee / account holder | $13,527 | $5,907+129.0% | $5,113+164.6% | $10,827+24.9% |