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 9-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 | $74,126 | $92,703-20.0% | $82,719-10.4% | $134,475-44.9% |
| Participation rate | 85.0% | 75.2%+9.8pp | 72.6%+12.4pp | 81.2%+3.8pp |
| Annual return | -15.91% | 944.92%-960.8pp | 701.18%-717.1pp | 417.96%-433.9pp |
| Employer contribution / active EE | $3,831 | $3,274+17.0% | $3,009+27.3% | $4,740-19.2% |
| Participant deferral / active EE | $9,848 | $4,802+105.1% | $4,395+124.1% | $6,400+53.9% |
| Admin fee / account holder | $3,365 | $5,983-43.7% | $5,329-36.8% | $11,426-70.5% |