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 | $60,474 | $138,044-56.2% | $125,339-51.8% | $134,475-55.0% |
| Participation rate | 94.7% | 84.5%+10.3pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -19.45% | 750.33%-769.8pp | 572.05%-591.5pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,732 | $5,243-67.0% | $4,814-64.0% | $4,740-63.5% |
| Participant deferral / active EE | $4,707 | $7,799-39.6% | $7,446-36.8% | $6,400-26.5% |
| Admin fee / account holder | $12,945 | $11,571+11.9% | $10,010+29.3% | $11,426+13.3% |