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 | $64,787 | $92,703-30.1% | $82,719-21.7% | $134,475-51.8% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.6%+19.1pp | 81.2%+10.4pp |
| Annual return | -14.95% | 944.92%-959.9pp | 701.18%-716.1pp | 417.96%-432.9pp |
| Employer contribution / active EE | $9,672 | $3,274+195.4% | $3,009+221.4% | $4,740+104.1% |
| Participant deferral / active EE | $6,908 | $4,802+43.9% | $4,395+57.2% | $6,400+7.9% |
| Admin fee / account holder | $1,062 | $5,983-82.2% | $5,329-80.1% | $11,426-90.7% |