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 | $87,535 | $138,044-36.6% | $125,339-30.2% | $134,475-34.9% |
| Participation rate | 94.7% | 84.5%+10.3pp | 82.4%+12.4pp | 81.2%+13.5pp |
| Annual return | -17.08% | 750.33%-767.4pp | 572.05%-589.1pp | 417.96%-435.0pp |
| Employer contribution / active EE | $3,757 | $5,243-28.3% | $4,814-21.9% | $4,740-20.7% |
| Participant deferral / active EE | $7,617 | $7,799-2.3% | $7,446+2.3% | $6,400+19.0% |
| Admin fee / account holder | $1,272 | $11,571-89.0% | $10,010-87.3% | $11,426-88.9% |