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 | $62,231 | $90,600-31.3% | $79,464-21.7% | $135,375-54.0% |
| Participation rate | 92.9% | 76.0%+16.8pp | 73.3%+19.5pp | 82.6%+10.2pp |
| Annual return | -7.46% | 977.43%-984.9pp | 718.14%-725.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $4,265 | $3,068+39.0% | $2,800+52.3% | $4,779-10.8% |
| Participant deferral / active EE | $7,696 | $4,050+90.0% | $3,704+107.8% | $5,609+37.2% |
| Admin fee / account holder | $10,260 | $5,907+73.7% | $5,113+100.7% | $10,827-5.2% |