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 | $157,316 | $92,703+69.7% | $82,719+90.2% | $134,475+17.0% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -9.19% | 944.92%-954.1pp | 701.18%-710.4pp | 417.96%-427.2pp |
| Employer contribution / active EE | $2,575 | $3,274-21.4% | $3,009-14.4% | $4,740-45.7% |
| Participant deferral / active EE | $11,367 | $4,802+136.7% | $4,395+158.6% | $6,400+77.6% |
| Admin fee / account holder | $4,651 | $5,983-22.3% | $5,329-12.7% | $11,426-59.3% |