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 | $94,354 | $92,703+1.8% | $82,719+14.1% | $134,475-29.8% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -19.30% | 944.92%-964.2pp | 701.18%-720.5pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,259 | $3,274-31.0% | $3,009-24.9% | $4,740-52.3% |
| Participant deferral / active EE | $4,213 | $4,802-12.3% | $4,395-4.2% | $6,400-34.2% |
| Admin fee / account holder | $2,448 | $5,983-59.1% | $5,329-54.1% | $11,426-78.6% |