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 | $45,321 | $180,449-74.9% | $154,107-70.6% | $135,375-66.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.26% | 888.09%-892.3pp | 735.12%-739.4pp | 519.73%-524.0pp |
| Employer contribution / active EE | $3,461 | $6,035-42.7% | $5,298-34.7% | $4,779-27.6% |
| Participant deferral / active EE | $4,651 | $5,806-19.9% | $5,081-8.4% | $5,609-17.1% |
| Admin fee / account holder | $686 | $16,143-95.8% | $13,411-94.9% | $10,827-93.7% |