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 | $87,078 | $92,703-6.1% | $82,719+5.3% | $134,475-35.2% |
| Participation rate | 95.8% | 75.2%+20.6pp | 72.6%+23.3pp | 81.2%+14.6pp |
| Annual return | -10.72% | 944.92%-955.6pp | 701.18%-711.9pp | 417.96%-428.7pp |
| Employer contribution / active EE | $2,419 | $3,274-26.1% | $3,009-19.6% | $4,740-49.0% |
| Participant deferral / active EE | $5,650 | $4,802+17.7% | $4,395+28.5% | $6,400-11.7% |
| Admin fee / account holder | $39,591 | $5,983+561.8% | $5,329+643.0% | $11,426+246.5% |