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 | $128,457 | $82,630+55.5% | $64,105+100.4% | $125,391+2.4% |
| Participation rate | 86.4% | 75.9%+10.5pp | 68.2%+18.2pp | 83.2%+3.2pp |
| Annual return | -0.62% | 1489.72%-1490.3pp | 791.24%-791.9pp | 282.22%-282.8pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,095 | $3,608+41.2% | $2,822+80.6% | $5,352-4.8% |
| Admin fee / account holder | $2,116 | $6,382-66.8% | $4,499-53.0% | $9,540-77.8% |