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 | $119,804 | $138,044-13.2% | $125,339-4.4% | $134,475-10.9% |
| Participation rate | 95.8% | 84.5%+11.3pp | 82.4%+13.5pp | 81.2%+14.6pp |
| Annual return | -17.05% | 750.33%-767.4pp | 572.05%-589.1pp | 417.96%-435.0pp |
| Employer contribution / active EE | $3,062 | $5,243-41.6% | $4,814-36.4% | $4,740-35.4% |
| Participant deferral / active EE | $3,503 | $7,799-55.1% | $7,446-53.0% | $6,400-45.3% |
| Admin fee / account holder | $39,824 | $11,571+244.2% | $10,010+297.9% | $11,426+248.5% |