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 | $188,421 | $135,635+38.9% | $110,238+70.9% | $135,375+39.2% |
| Participation rate | 94.7% | 83.5%+11.3pp | 79.8%+14.9pp | 82.6%+12.1pp |
| Annual return | -4.39% | 513.19%-517.6pp | 314.74%-319.1pp | 519.73%-524.1pp |
| Employer contribution / active EE | $2,800 | $4,906-42.9% | $3,826-26.8% | $4,779-41.4% |
| Participant deferral / active EE | $4,816 | $5,506-12.5% | $4,672+3.1% | $5,609-14.1% |
| Admin fee / account holder | $30,041 | $11,457+162.2% | $8,547+251.5% | $10,827+177.5% |