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 | $113,452 | $138,044-17.8% | $125,339-9.5% | $134,475-15.6% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -14.85% | 750.33%-765.2pp | 572.05%-586.9pp | 417.96%-432.8pp |
| Employer contribution / active EE | $5,516 | $5,243+5.2% | $4,814+14.6% | $4,740+16.4% |
| Participant deferral / active EE | $8,261 | $7,799+5.9% | $7,446+10.9% | $6,400+29.1% |
| Admin fee / account holder | $42,847 | $11,571+270.3% | $10,010+328.1% | $11,426+275.0% |