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 | $125,398 | $92,703+35.3% | $82,719+51.6% | $134,475-6.8% |
| Participation rate | 95.0% | 75.2%+19.8pp | 72.6%+22.4pp | 81.2%+13.8pp |
| Annual return | -16.16% | 944.92%-961.1pp | 701.18%-717.3pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,865 | $3,274-43.0% | $3,009-38.0% | $4,740-60.6% |
| Participant deferral / active EE | $4,040 | $4,802-15.9% | $4,395-8.1% | $6,400-36.9% |
| Admin fee / account holder | $346 | $5,983-94.2% | $5,329-93.5% | $11,426-97.0% |