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 | $99,375 | $180,449-44.9% | $154,107-35.5% | $135,375-26.6% |
| Participation rate | 95.0% | 87.4%+7.6pp | 83.0%+12.0pp | 82.6%+12.4pp |
| Annual return | -5.40% | 888.09%-893.5pp | 735.12%-740.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $2,460 | $6,035-59.2% | $5,298-53.6% | $4,779-48.5% |
| Participant deferral / active EE | $5,292 | $5,806-8.9% | $5,081+4.2% | $5,609-5.7% |
| Admin fee / account holder | $20,142 | $16,143+24.8% | $13,411+50.2% | $10,827+86.0% |