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 | $115,406 | $138,044-16.4% | $125,339-7.9% | $134,475-14.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.08% | 750.33%-767.4pp | 572.05%-589.1pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,889 | $5,243-44.9% | $4,814-40.0% | $4,740-39.0% |
| Participant deferral / active EE | $8,596 | $7,799+10.2% | $7,446+15.4% | $6,400+34.3% |
| Admin fee / account holder | $1,508 | $11,571-87.0% | $10,010-84.9% | $11,426-86.8% |