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 | $81,795 | $92,703-11.8% | $82,719-1.1% | $134,475-39.2% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -16.89% | 944.92%-961.8pp | 701.18%-718.1pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,750 | $3,274-46.5% | $3,009-41.8% | $4,740-63.1% |
| Participant deferral / active EE | $8,466 | $4,802+76.3% | $4,395+92.6% | $6,400+32.3% |
| Admin fee / account holder | $399 | $5,983-93.3% | $5,329-92.5% | $11,426-96.5% |