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 | $98,222 | $97,757+0.5% | $83,848+17.1% | $135,375-27.4% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -3.54% | 1287.37%-1290.9pp | 850.88%-854.4pp | 519.73%-523.3pp |
| Employer contribution / active EE | $1,799 | $4,222-57.4% | $3,631-50.5% | $4,779-62.4% |
| Participant deferral / active EE | $7,869 | $4,682+68.1% | $4,082+92.8% | $5,609+40.3% |
| Admin fee / account holder | $1,163 | $6,674-82.6% | $5,478-78.8% | $10,827-89.3% |