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 | $92,863 | $180,449-48.5% | $154,107-39.7% | $135,375-31.4% |
| Participation rate | 95.8% | 87.4%+8.4pp | 83.0%+12.8pp | 82.6%+13.2pp |
| Annual return | -7.84% | 888.09%-895.9pp | 735.12%-743.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $5,101 | $6,035-15.5% | $5,298-3.7% | $4,779+6.7% |
| Participant deferral / active EE | $9,568 | $5,806+64.8% | $5,081+88.3% | $5,609+70.6% |
| Admin fee / account holder | $41,728 | $16,143+158.5% | $13,411+211.2% | $10,827+285.4% |