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 | $108,053 | $97,757+10.5% | $83,848+28.9% | $135,375-20.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -0.75% | 1287.37%-1288.1pp | 850.88%-851.6pp | 519.73%-520.5pp |
| Employer contribution / active EE | $6,289 | $4,222+49.0% | $3,631+73.2% | $4,779+31.6% |
| Participant deferral / active EE | $4,631 | $4,682-1.1% | $4,082+13.5% | $5,609-17.4% |
| Admin fee / account holder | $348 | $6,674-94.8% | $5,478-93.6% | $10,827-96.8% |