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 | $101,922 | $138,044-26.2% | $125,339-18.7% | $134,475-24.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.98% | 750.33%-766.3pp | 572.05%-588.0pp | 417.96%-433.9pp |
| Employer contribution / active EE | $3,433 | $5,243-34.5% | $4,814-28.7% | $4,740-27.6% |
| Participant deferral / active EE | $8,285 | $7,799+6.2% | $7,446+11.3% | $6,400+29.5% |
| Admin fee / account holder | $2,335 | $11,571-79.8% | $10,010-76.7% | $11,426-79.6% |