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 | $97,664 | $92,703+5.4% | $82,719+18.1% | $134,475-27.4% |
| Participation rate | 92.9% | 75.2%+17.7pp | 72.6%+20.3pp | 81.2%+11.6pp |
| Annual return | -17.62% | 944.92%-962.5pp | 701.18%-718.8pp | 417.96%-435.6pp |
| Employer contribution / active EE | $2,077 | $3,274-36.6% | $3,009-31.0% | $4,740-56.2% |
| Participant deferral / active EE | $3,626 | $4,802-24.5% | $4,395-17.5% | $6,400-43.3% |
| Admin fee / account holder | $4,146 | $5,983-30.7% | $5,329-22.2% | $11,426-63.7% |