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 | $89,249 | $92,703-3.7% | $82,719+7.9% | $134,475-33.6% |
| Participation rate | 81.8% | 75.2%+6.6pp | 72.6%+9.3pp | 81.2%+0.6pp |
| Annual return | -18.71% | 944.92%-963.6pp | 701.18%-719.9pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,459 | $3,274-24.9% | $3,009-18.3% | $4,740-48.1% |
| Participant deferral / active EE | $7,774 | $4,802+61.9% | $4,395+76.9% | $6,400+21.5% |
| Admin fee / account holder | $4,502 | $5,983-24.8% | $5,329-15.5% | $11,426-60.6% |