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 | $97,574 | $138,044-29.3% | $125,339-22.2% | $134,475-27.4% |
| Participation rate | 95.7% | 84.5%+11.2pp | 82.4%+13.3pp | 81.2%+14.4pp |
| Annual return | -17.58% | 750.33%-767.9pp | 572.05%-589.6pp | 417.96%-435.5pp |
| Employer contribution / active EE | $8,946 | $5,243+70.6% | $4,814+85.8% | $4,740+88.7% |
| Participant deferral / active EE | $7,900 | $7,799+1.3% | $7,446+6.1% | $6,400+23.4% |
| Admin fee / account holder | $6,646 | $11,571-42.6% | $10,010-33.6% | $11,426-41.8% |