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 | $98,027 | $92,703+5.7% | $82,719+18.5% | $134,475-27.1% |
| Participation rate | 92.9% | 75.2%+17.7pp | 72.6%+20.3pp | 81.2%+11.6pp |
| Annual return | -15.44% | 944.92%-960.4pp | 701.18%-716.6pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,444 | $3,274-55.9% | $3,009-52.0% | $4,740-69.5% |
| Participant deferral / active EE | $2,888 | $4,802-39.9% | $4,395-34.3% | $6,400-54.9% |
| Admin fee / account holder | $6,573 | $5,983+9.9% | $5,329+23.3% | $11,426-42.5% |