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 | $101,957 | $92,703+10.0% | $82,719+23.3% | $134,475-24.2% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -19.10% | 944.92%-964.0pp | 701.18%-720.3pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,524 | $3,274-53.5% | $3,009-49.4% | $4,740-67.8% |
| Participant deferral / active EE | $8,412 | $4,802+75.2% | $4,395+91.4% | $6,400+31.4% |
| Admin fee / account holder | $653 | $5,983-89.1% | $5,329-87.8% | $11,426-94.3% |