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 | $102,680 | $92,703+10.8% | $82,719+24.1% | $134,475-23.6% |
| Participation rate | 88.2% | 75.2%+13.0pp | 72.6%+15.7pp | 81.2%+7.0pp |
| Annual return | -19.61% | 944.92%-964.5pp | 701.18%-720.8pp | 417.96%-437.6pp |
| Employer contribution / active EE | $2,022 | $3,274-38.2% | $3,009-32.8% | $4,740-57.3% |
| Participant deferral / active EE | $9,856 | $4,802+105.3% | $4,395+124.3% | $6,400+54.0% |
| Admin fee / account holder | $1,372 | $5,983-77.1% | $5,329-74.3% | $11,426-88.0% |