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 | $93,107 | $138,044-32.6% | $125,339-25.7% | $134,475-30.8% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -14.92% | 750.33%-765.2pp | 572.05%-587.0pp | 417.96%-432.9pp |
| Employer contribution / active EE | $3,712 | $5,243-29.2% | $4,814-22.9% | $4,740-21.7% |
| Participant deferral / active EE | $5,912 | $7,799-24.2% | $7,446-20.6% | $6,400-7.6% |
| Admin fee / account holder | $3,176 | $11,571-72.5% | $10,010-68.3% | $11,426-72.2% |