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 | $90,030 | $138,044-34.8% | $125,339-28.2% | $134,475-33.1% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -17.62% | 750.33%-767.9pp | 572.05%-589.7pp | 417.96%-435.6pp |
| Employer contribution / active EE | $2,197 | $5,243-58.1% | $4,814-54.4% | $4,740-53.6% |
| Participant deferral / active EE | $4,817 | $7,799-38.2% | $7,446-35.3% | $6,400-24.7% |
| Admin fee / account holder | $22,253 | $11,571+92.3% | $10,010+122.3% | $11,426+94.8% |