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 | $47,708 | $180,449-73.6% | $154,107-69.0% | $135,375-64.8% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -6.83% | 888.09%-894.9pp | 735.12%-742.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $5,131 | $6,035-15.0% | $5,298-3.2% | $4,779+7.4% |
| Participant deferral / active EE | $9,557 | $5,806+64.6% | $5,081+88.1% | $5,609+70.4% |
| Admin fee / account holder | $14,497 | $16,143-10.2% | $13,411+8.1% | $10,827+33.9% |