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 | $116,407 | $138,044-15.7% | $125,339-7.1% | $134,475-13.4% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -15.23% | 750.33%-765.6pp | 572.05%-587.3pp | 417.96%-433.2pp |
| Employer contribution / active EE | $1,663 | $5,243-68.3% | $4,814-65.5% | $4,740-64.9% |
| Participant deferral / active EE | $9,116 | $7,799+16.9% | $7,446+22.4% | $6,400+42.4% |
| Admin fee / account holder | $29,588 | $11,571+155.7% | $10,010+195.6% | $11,426+159.0% |