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 | $93,810 | $138,044-32.0% | $125,339-25.2% | $134,475-30.2% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -14.72% | 750.33%-765.1pp | 572.05%-586.8pp | 417.96%-432.7pp |
| Employer contribution / active EE | $4,388 | $5,243-16.3% | $4,814-8.8% | $4,740-7.4% |
| Participant deferral / active EE | $9,624 | $7,799+23.4% | $7,446+29.2% | $6,400+50.4% |
| Admin fee / account holder | $516 | $11,571-95.5% | $10,010-94.8% | $11,426-95.5% |