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 | $137,646 | $180,449-23.7% | $154,107-10.7% | $135,375+1.7% |
| Participation rate | 95.7% | 87.4%+8.2pp | 83.0%+12.6pp | 82.6%+13.0pp |
| Annual return | -5.71% | 888.09%-893.8pp | 735.12%-740.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $8,992 | $6,035+49.0% | $5,298+69.7% | $4,779+88.2% |
| Participant deferral / active EE | $4,283 | $5,806-26.2% | $5,081-15.7% | $5,609-23.6% |
| Admin fee / account holder | $46,010 | $16,143+185.0% | $13,411+243.1% | $10,827+325.0% |