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 | $77,104 | $92,703-16.8% | $82,719-6.8% | $134,475-42.7% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -11.66% | 944.92%-956.6pp | 701.18%-712.8pp | 417.96%-429.6pp |
| Employer contribution / active EE | $4,312 | $3,274+31.7% | $3,009+43.3% | $4,740-9.0% |
| Participant deferral / active EE | $5,333 | $4,802+11.1% | $4,395+21.3% | $6,400-16.7% |
| Admin fee / account holder | $6,565 | $5,983+9.7% | $5,329+23.2% | $11,426-42.5% |