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 | $120,298 | $138,044-12.9% | $125,339-4.0% | $134,475-10.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.45% | 750.33%-765.8pp | 572.05%-587.5pp | 417.96%-433.4pp |
| Employer contribution / active EE | $3,652 | $5,243-30.4% | $4,814-24.1% | $4,740-23.0% |
| Participant deferral / active EE | $5,439 | $7,799-30.3% | $7,446-27.0% | $6,400-15.0% |
| Admin fee / account holder | $928 | $11,571-92.0% | $10,010-90.7% | $11,426-91.9% |