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 | $83,930 | $180,449-53.5% | $154,107-45.5% | $135,375-38.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.15% | 888.09%-896.2pp | 735.12%-743.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,295 | $6,035-78.5% | $5,298-75.6% | $4,779-72.9% |
| Participant deferral / active EE | $6,060 | $5,806+4.4% | $5,081+19.3% | $5,609+8.0% |
| Admin fee / account holder | $7,477 | $16,143-53.7% | $13,411-44.2% | $10,827-30.9% |