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 | $97,346 | $138,044-29.5% | $125,339-22.3% | $134,475-27.6% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -20.27% | 750.33%-770.6pp | 572.05%-592.3pp | 417.96%-438.2pp |
| Employer contribution / active EE | $4,458 | $5,243-15.0% | $4,814-7.4% | $4,740-5.9% |
| Participant deferral / active EE | $16,425 | $7,799+110.6% | $7,446+120.6% | $6,400+156.6% |
| Admin fee / account holder | $620 | $11,571-94.6% | $10,010-93.8% | $11,426-94.6% |