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 | $82,829 | $138,044-40.0% | $125,339-33.9% | $134,475-38.4% |
| Participation rate | 95.0% | 84.5%+10.5pp | 82.4%+12.6pp | 81.2%+13.8pp |
| Annual return | -18.90% | 750.33%-769.2pp | 572.05%-591.0pp | 417.96%-436.9pp |
| Employer contribution / active EE | $15,226 | $5,243+190.4% | $4,814+216.3% | $4,740+221.3% |
| Participant deferral / active EE | $9,498 | $7,799+21.8% | $7,446+27.6% | $6,400+48.4% |
| Admin fee / account holder | $4,445 | $11,571-61.6% | $10,010-55.6% | $11,426-61.1% |