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 | $106,926 | $160,055-33.2% | $140,016-23.6% | $135,375-21.0% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -4.87% | 911.38%-916.3pp | 651.12%-656.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $2,624 | $6,420-59.1% | $5,606-53.2% | $4,779-45.1% |
| Participant deferral / active EE | $8,872 | $7,642+16.1% | $6,927+28.1% | $5,609+58.2% |
| Admin fee / account holder | $9,307 | $13,328-30.2% | $10,705-13.1% | $10,827-14.0% |