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 | $81,186 | $92,703-12.4% | $82,719-1.9% | $134,475-39.6% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -8.48% | 944.92%-953.4pp | 701.18%-709.7pp | 417.96%-426.4pp |
| Employer contribution / active EE | $4,152 | $3,274+26.8% | $3,009+38.0% | $4,740-12.4% |
| Participant deferral / active EE | $6,990 | $4,802+45.6% | $4,395+59.0% | $6,400+9.2% |
| Admin fee / account holder | $5,044 | $5,983-15.7% | $5,329-5.3% | $11,426-55.9% |