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 | $90,982 | $92,703-1.9% | $82,719+10.0% | $134,475-32.3% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -14.05% | 944.92%-959.0pp | 701.18%-715.2pp | 417.96%-432.0pp |
| Employer contribution / active EE | $4,542 | $3,274+38.7% | $3,009+51.0% | $4,740-4.2% |
| Participant deferral / active EE | $10,526 | $4,802+119.2% | $4,395+139.5% | $6,400+64.5% |
| Admin fee / account holder | $22,980 | $5,983+284.1% | $5,329+331.2% | $11,426+101.1% |