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 | $150,228 | $97,757+53.7% | $83,848+79.2% | $135,375+11.0% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -7.27% | 1287.37%-1294.6pp | 850.88%-858.1pp | 519.73%-527.0pp |
| Employer contribution / active EE | $3,150 | $4,222-25.4% | $3,631-13.2% | $4,779-34.1% |
| Participant deferral / active EE | $5,658 | $4,682+20.8% | $4,082+38.6% | $5,609+0.9% |
| Admin fee / account holder | $683 | $6,674-89.8% | $5,478-87.5% | $10,827-93.7% |