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 | $112,290 | $92,703+21.1% | $82,719+35.7% | $134,475-16.5% |
| Participation rate | 70.0% | 75.2%-5.2pp | 72.6%-2.6pp | 81.2%-11.2pp |
| Annual return | -14.72% | 944.92%-959.6pp | 701.18%-715.9pp | 417.96%-432.7pp |
| Employer contribution / active EE | $961 | $3,274-70.6% | $3,009-68.1% | $4,740-79.7% |
| Participant deferral / active EE | $4,989 | $4,802+3.9% | $4,395+13.5% | $6,400-22.0% |
| Admin fee / account holder | $3,610 | $5,983-39.7% | $5,329-32.3% | $11,426-68.4% |