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 | $222,153 | $97,757+127.3% | $83,848+164.9% | $135,375+64.1% |
| Participation rate | 90.0% | 80.0%+10.0pp | 76.1%+13.9pp | 82.6%+7.4pp |
| Annual return | -5.74% | 1287.37%-1293.1pp | 850.88%-856.6pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,862 | $4,222-55.9% | $3,631-48.7% | $4,779-61.0% |
| Participant deferral / active EE | $7,314 | $4,682+56.2% | $4,082+79.2% | $5,609+30.4% |
| Admin fee / account holder | $541 | $6,674-91.9% | $5,478-90.1% | $10,827-95.0% |