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 | $76,739 | $92,703-17.2% | $82,719-7.2% | $134,475-42.9% |
| Participation rate | 92.9% | 75.2%+17.7pp | 72.6%+20.3pp | 81.2%+11.6pp |
| Annual return | -17.45% | 944.92%-962.4pp | 701.18%-718.6pp | 417.96%-435.4pp |
| Employer contribution / active EE | $6,357 | $3,274+94.2% | $3,009+111.3% | $4,740+34.1% |
| Participant deferral / active EE | $6,753 | $4,802+40.6% | $4,395+53.7% | $6,400+5.5% |
| Admin fee / account holder | $8,051 | $5,983+34.6% | $5,329+51.1% | $11,426-29.5% |