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 | $67,847 | $138,044-50.9% | $125,339-45.9% | $134,475-49.5% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -18.59% | 750.33%-768.9pp | 572.05%-590.6pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,886 | $5,243-45.0% | $4,814-40.1% | $4,740-39.1% |
| Participant deferral / active EE | $6,386 | $7,799-18.1% | $7,446-14.2% | $6,400-0.2% |
| Admin fee / account holder | $502 | $11,571-95.7% | $10,010-95.0% | $11,426-95.6% |