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 | $68,463 | $92,703-26.1% | $82,719-17.2% | $134,475-49.1% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -18.25% | 944.92%-963.2pp | 701.18%-719.4pp | 417.96%-436.2pp |
| Employer contribution / active EE | $3,078 | $3,274-6.0% | $3,009+2.3% | $4,740-35.1% |
| Participant deferral / active EE | $6,115 | $4,802+27.3% | $4,395+39.1% | $6,400-4.5% |
| Admin fee / account holder | $7,793 | $5,983+30.3% | $5,329+46.2% | $11,426-31.8% |