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 | $95,488 | $92,703+3.0% | $82,719+15.4% | $134,475-29.0% |
| Participation rate | 76.9% | 75.2%+1.7pp | 72.6%+4.4pp | 81.2%-4.3pp |
| Annual return | -10.61% | 944.92%-955.5pp | 701.18%-711.8pp | 417.96%-428.6pp |
| Employer contribution / active EE | $1,398 | $3,274-57.3% | $3,009-53.5% | $4,740-70.5% |
| Participant deferral / active EE | $2,452 | $4,802-48.9% | $4,395-44.2% | $6,400-61.7% |
| Admin fee / account holder | $709 | $5,983-88.1% | $5,329-86.7% | $11,426-93.8% |