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 | $111,743 | $92,703+20.5% | $82,719+35.1% | $134,475-16.9% |
| Participation rate | 81.0% | 75.2%+5.8pp | 72.6%+8.4pp | 81.2%-0.3pp |
| Annual return | -19.21% | 944.92%-964.1pp | 701.18%-720.4pp | 417.96%-437.2pp |
| Employer contribution / active EE | $3,742 | $3,274+14.3% | $3,009+24.4% | $4,740-21.0% |
| Participant deferral / active EE | $4,210 | $4,802-12.3% | $4,395-4.2% | $6,400-34.2% |
| Admin fee / account holder | $1,322 | $5,983-77.9% | $5,329-75.2% | $11,426-88.4% |