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 | $87,669 | $138,044-36.5% | $125,339-30.1% | $134,475-34.8% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -14.65% | 750.33%-765.0pp | 572.05%-586.7pp | 417.96%-432.6pp |
| Employer contribution / active EE | $2,335 | $5,243-55.5% | $4,814-51.5% | $4,740-50.7% |
| Participant deferral / active EE | $9,870 | $7,799+26.6% | $7,446+32.5% | $6,400+54.2% |
| Admin fee / account holder | $16,851 | $11,571+45.6% | $10,010+68.3% | $11,426+47.5% |