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 | $85,039 | $138,044-38.4% | $125,339-32.2% | $134,475-36.8% |
| Participation rate | 87.0% | 84.5%+2.5pp | 82.4%+4.6pp | 81.2%+5.7pp |
| Annual return | -15.94% | 750.33%-766.3pp | 572.05%-588.0pp | 417.96%-433.9pp |
| Employer contribution / active EE | $2,125 | $5,243-59.5% | $4,814-55.9% | $4,740-55.2% |
| Participant deferral / active EE | $5,235 | $7,799-32.9% | $7,446-29.7% | $6,400-18.2% |
| Admin fee / account holder | $44,528 | $11,571+284.8% | $10,010+344.9% | $11,426+289.7% |