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 | $116,388 | $138,044-15.7% | $125,339-7.1% | $134,475-13.4% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -17.99% | 750.33%-768.3pp | 572.05%-590.0pp | 417.96%-435.9pp |
| Employer contribution / active EE | $3,739 | $5,243-28.7% | $4,814-22.3% | $4,740-21.1% |
| Participant deferral / active EE | $15,697 | $7,799+101.3% | $7,446+110.8% | $6,400+145.3% |
| Admin fee / account holder | $77,112 | $11,571+566.4% | $10,010+670.4% | $11,426+574.9% |