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 | $40,603 | $197,825-79.5% | $155,790-73.9% | $125,391-67.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -2.46% | 86.74%-89.2pp | 71.54%-74.0pp | 282.22%-284.7pp |
| Employer contribution / active EE | $3,204 | $4,847-33.9% | $3,836-16.5% | $4,866-34.2% |
| Participant deferral / active EE | $8,549 | $5,630+51.8% | $4,797+78.2% | $5,352+59.7% |
| Admin fee / account holder | $960 | $9,545-89.9% | $7,478-87.2% | $9,540-89.9% |