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 | $90,711 | $138,044-34.3% | $125,339-27.6% | $134,475-32.5% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -15.45% | 750.33%-765.8pp | 572.05%-587.5pp | 417.96%-433.4pp |
| Employer contribution / active EE | $8,200 | $5,243+56.4% | $4,814+70.4% | $4,740+73.0% |
| Participant deferral / active EE | $20,038 | $7,799+156.9% | $7,446+169.1% | $6,400+213.1% |
| Admin fee / account holder | $20,281 | $11,571+75.3% | $10,010+102.6% | $11,426+77.5% |