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 | $90,668 | $138,044-34.3% | $125,339-27.7% | $134,475-32.6% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -15.22% | 750.33%-765.5pp | 572.05%-587.3pp | 417.96%-433.2pp |
| Employer contribution / active EE | $11,897 | $5,243+126.9% | $4,814+147.2% | $4,740+151.0% |
| Participant deferral / active EE | $7,988 | $7,799+2.4% | $7,446+7.3% | $6,400+24.8% |
| Admin fee / account holder | $7,820 | $11,571-32.4% | $10,010-21.9% | $11,426-31.6% |