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 | $78,296 | $106,543-26.5% | $91,220-14.2% | $134,475-41.8% |
| Participation rate | 87.5% | 76.8%+10.7pp | 73.2%+14.3pp | 81.2%+6.3pp |
| Annual return | -15.83% | 160.60%-176.4pp | 114.01%-129.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $4,560 | $3,331+36.9% | $2,850+60.0% | $4,740-3.8% |
| Participant deferral / active EE | $7,492 | $4,719+58.8% | $4,234+77.0% | $6,400+17.1% |
| Admin fee / account holder | $904 | $6,231-85.5% | $5,420-83.3% | $11,426-92.1% |