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 | $95,826 | $138,044-30.6% | $125,339-23.5% | $134,475-28.7% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -15.34% | 750.33%-765.7pp | 572.05%-587.4pp | 417.96%-433.3pp |
| Employer contribution / active EE | $3,525 | $5,243-32.8% | $4,814-26.8% | $4,740-25.6% |
| Participant deferral / active EE | $6,165 | $7,799-20.9% | $7,446-17.2% | $6,400-3.7% |
| Admin fee / account holder | $578 | $11,571-95.0% | $10,010-94.2% | $11,426-94.9% |