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 | $69,909 | $92,703-24.6% | $82,719-15.5% | $134,475-48.0% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.2pp | 81.2%-3.4pp |
| Annual return | -15.84% | 944.92%-960.8pp | 701.18%-717.0pp | 417.96%-433.8pp |
| Employer contribution / active EE | $2,249 | $3,274-31.3% | $3,009-25.3% | $4,740-52.5% |
| Participant deferral / active EE | $5,565 | $4,802+15.9% | $4,395+26.6% | $6,400-13.0% |
| Admin fee / account holder | $6,742 | $5,983+12.7% | $5,329+26.5% | $11,426-41.0% |