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 | $88,415 | $138,044-36.0% | $125,339-29.5% | $134,475-34.3% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -15.84% | 750.33%-766.2pp | 572.05%-587.9pp | 417.96%-433.8pp |
| Employer contribution / active EE | $1,949 | $5,243-62.8% | $4,814-59.5% | $4,740-58.9% |
| Participant deferral / active EE | $3,361 | $7,799-56.9% | $7,446-54.9% | $6,400-47.5% |
| Admin fee / account holder | $25,107 | $11,571+117.0% | $10,010+150.8% | $11,426+119.7% |