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 | $89,833 | $138,044-34.9% | $125,339-28.3% | $134,475-33.2% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -18.46% | 750.33%-768.8pp | 572.05%-590.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $3,346 | $5,243-36.2% | $4,814-30.5% | $4,740-29.4% |
| Participant deferral / active EE | $10,424 | $7,799+33.7% | $7,446+40.0% | $6,400+62.9% |
| Admin fee / account holder | $876 | $11,571-92.4% | $10,010-91.2% | $11,426-92.3% |