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 | $115,447 | $84,402+36.8% | $61,373+88.1% | $134,475-14.1% |
| Participation rate | 87.5% | 62.2%+25.3pp | 52.6%+34.9pp | 81.2%+6.3pp |
| Annual return | -18.66% | 584.55%-603.2pp | 338.61%-357.3pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,879 | $1,544+86.4% | $1,159+148.3% | $4,740-39.3% |
| Participant deferral / active EE | $8,682 | $2,819+208.0% | $2,125+308.6% | $6,400+35.7% |
| Admin fee / account holder | $6,406 | $2,585+147.8% | $2,130+200.8% | $11,426-43.9% |