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 | $83,500 | $138,044-39.5% | $125,339-33.4% | $134,475-37.9% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -17.20% | 750.33%-767.5pp | 572.05%-589.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $3,395 | $5,243-35.3% | $4,814-29.5% | $4,740-28.4% |
| Participant deferral / active EE | $8,893 | $7,799+14.0% | $7,446+19.4% | $6,400+39.0% |
| Admin fee / account holder | $5,906 | $11,571-49.0% | $10,010-41.0% | $11,426-48.3% |