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 | $109,342 | $138,044-20.8% | $125,339-12.8% | $134,475-18.7% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -14.62% | 750.33%-764.9pp | 572.05%-586.7pp | 417.96%-432.6pp |
| Employer contribution / active EE | $8,437 | $5,243+60.9% | $4,814+75.3% | $4,740+78.0% |
| Participant deferral / active EE | $10,895 | $7,799+39.7% | $7,446+46.3% | $6,400+70.2% |
| Admin fee / account holder | $31,306 | $11,571+170.6% | $10,010+212.8% | $11,426+174.0% |