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 | $57,768 | $138,044-58.2% | $125,339-53.9% | $134,475-57.0% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -16.58% | 750.33%-766.9pp | 572.05%-588.6pp | 417.96%-434.5pp |
| Employer contribution / active EE | $4,356 | $5,243-16.9% | $4,814-9.5% | $4,740-8.1% |
| Participant deferral / active EE | $9,841 | $7,799+26.2% | $7,446+32.2% | $6,400+53.8% |
| Admin fee / account holder | $32,523 | $11,571+181.1% | $10,010+224.9% | $11,426+184.6% |