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 | $83,358 | $88,594-5.9% | $70,092+18.9% | $134,475-38.0% |
| Participation rate | 95.8% | 74.9%+20.9pp | 70.5%+25.4pp | 81.2%+14.6pp |
| Annual return | -16.37% | 442.67%-459.0pp | 190.73%-207.1pp | 417.96%-434.3pp |
| Employer contribution / active EE | $3,918 | $3,233+21.2% | $2,559+53.1% | $4,740-17.3% |
| Participant deferral / active EE | $4,405 | $4,772-7.7% | $3,849+14.4% | $6,400-31.2% |
| Admin fee / account holder | $5,542 | $10,441-46.9% | $6,267-11.6% | $11,426-51.5% |