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 | $89,362 | $138,044-35.3% | $125,339-28.7% | $134,475-33.5% |
| Participation rate | 84.2% | 84.5%-0.3pp | 82.4%+1.8pp | 81.2%+3.0pp |
| Annual return | -13.08% | 750.33%-763.4pp | 572.05%-585.1pp | 417.96%-431.0pp |
| Employer contribution / active EE | $1,342 | $5,243-74.4% | $4,814-72.1% | $4,740-71.7% |
| Participant deferral / active EE | $12,115 | $7,799+55.3% | $7,446+62.7% | $6,400+89.3% |
| Admin fee / account holder | $870 | $11,571-92.5% | $10,010-91.3% | $11,426-92.4% |