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 | $100,907 | $138,044-26.9% | $125,339-19.5% | $134,475-25.0% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -16.59% | 750.33%-766.9pp | 572.05%-588.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,461 | $5,243-72.1% | $4,814-69.6% | $4,740-69.2% |
| Participant deferral / active EE | $4,565 | $7,799-41.5% | $7,446-38.7% | $6,400-28.7% |
| Admin fee / account holder | $995 | $11,571-91.4% | $10,010-90.1% | $11,426-91.3% |