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 | $99,801 | $138,044-27.7% | $125,339-20.4% | $134,475-25.8% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -13.18% | 750.33%-763.5pp | 572.05%-585.2pp | 417.96%-431.1pp |
| Employer contribution / active EE | $4,104 | $5,243-21.7% | $4,814-14.7% | $4,740-13.4% |
| Participant deferral / active EE | $5,534 | $7,799-29.0% | $7,446-25.7% | $6,400-13.5% |
| Admin fee / account holder | $10,185 | $11,571-12.0% | $10,010+1.8% | $11,426-10.9% |