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 | $47,284 | $135,635-65.1% | $110,238-57.1% | $135,375-65.1% |
| Participation rate | 76.2% | 83.5%-7.3pp | 79.8%-3.6pp | 82.6%-6.5pp |
| Annual return | -5.77% | 513.19%-519.0pp | 314.74%-320.5pp | 519.73%-525.5pp |
| Employer contribution / active EE | $2,388 | $4,906-51.3% | $3,826-37.6% | $4,779-50.0% |
| Participant deferral / active EE | $4,013 | $5,506-27.1% | $4,672-14.1% | $5,609-28.5% |
| Admin fee / account holder | $354 | $11,457-96.9% | $8,547-95.9% | $10,827-96.7% |