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 | $69,027 | $138,044-50.0% | $125,339-44.9% | $134,475-48.7% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -15.69% | 750.33%-766.0pp | 572.05%-587.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $1,394 | $5,243-73.4% | $4,814-71.0% | $4,740-70.6% |
| Participant deferral / active EE | $5,445 | $7,799-30.2% | $7,446-26.9% | $6,400-14.9% |
| Admin fee / account holder | $2,081 | $11,571-82.0% | $10,010-79.2% | $11,426-81.8% |