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 | $49,489 | $92,703-46.6% | $82,719-40.2% | $134,475-63.2% |
| Participation rate | 95.5% | 75.2%+20.3pp | 72.6%+22.9pp | 81.2%+14.2pp |
| Annual return | -14.50% | 944.92%-959.4pp | 701.18%-715.7pp | 417.96%-432.5pp |
| Employer contribution / active EE | $4,509 | $3,274+37.7% | $3,009+49.8% | $4,740-4.9% |
| Participant deferral / active EE | $4,253 | $4,802-11.4% | $4,395-3.2% | $6,400-33.5% |
| Admin fee / account holder | $2,394 | $5,983-60.0% | $5,329-55.1% | $11,426-79.1% |