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 | $103,953 | $138,044-24.7% | $125,339-17.1% | $134,475-22.7% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -18.90% | 750.33%-769.2pp | 572.05%-591.0pp | 417.96%-436.9pp |
| Employer contribution / active EE | $3,909 | $5,243-25.4% | $4,814-18.8% | $4,740-17.5% |
| Participant deferral / active EE | $12,735 | $7,799+63.3% | $7,446+71.0% | $6,400+99.0% |
| Admin fee / account holder | $1,821 | $11,571-84.3% | $10,010-81.8% | $11,426-84.1% |