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 | $90,750 | $138,044-34.3% | $125,339-27.6% | $134,475-32.5% |
| Participation rate | 95.5% | 84.5%+11.0pp | 82.4%+13.1pp | 81.2%+14.2pp |
| Annual return | -15.48% | 750.33%-765.8pp | 572.05%-587.5pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,609 | $5,243-69.3% | $4,814-66.6% | $4,740-66.1% |
| Participant deferral / active EE | $8,209 | $7,799+5.3% | $7,446+10.2% | $6,400+28.3% |
| Admin fee / account holder | $16,622 | $11,571+43.6% | $10,010+66.1% | $11,426+45.5% |