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 | $103,524 | $97,757+5.9% | $83,848+23.5% | $135,375-23.5% |
| Participation rate | 92.3% | 80.0%+12.4pp | 76.1%+16.2pp | 82.6%+9.7pp |
| Annual return | -4.75% | 1287.37%-1292.1pp | 850.88%-855.6pp | 519.73%-524.5pp |
| Employer contribution / active EE | $12,655 | $4,222+199.8% | $3,631+248.5% | $4,779+164.8% |
| Participant deferral / active EE | $3,101 | $4,682-33.8% | $4,082-24.0% | $5,609-44.7% |
| Admin fee / account holder | $1,756 | $6,674-73.7% | $5,478-67.9% | $10,827-83.8% |