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 | $69,622 | $138,044-49.6% | $125,339-44.5% | $134,475-48.2% |
| Participation rate | 94.4% | 84.5%+10.0pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -7.90% | 750.33%-758.2pp | 572.05%-580.0pp | 417.96%-425.9pp |
| Employer contribution / active EE | $7,839 | $5,243+49.5% | $4,814+62.9% | $4,740+65.4% |
| Participant deferral / active EE | $4,695 | $7,799-39.8% | $7,446-36.9% | $6,400-26.6% |
| Admin fee / account holder | $50,388 | $11,571+335.5% | $10,010+403.4% | $11,426+341.0% |