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 | $79,981 | $135,635-41.0% | $110,238-27.4% | $135,375-40.9% |
| Participation rate | 90.9% | 83.5%+7.5pp | 79.8%+11.1pp | 82.6%+8.3pp |
| Annual return | -8.20% | 513.19%-521.4pp | 314.74%-322.9pp | 519.73%-527.9pp |
| Employer contribution / active EE | $10,394 | $4,906+111.8% | $3,826+171.6% | $4,779+117.5% |
| Participant deferral / active EE | $8,243 | $5,506+49.7% | $4,672+76.4% | $5,609+47.0% |
| Admin fee / account holder | $716 | $11,457-93.8% | $8,547-91.6% | $10,827-93.4% |