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 | $45,411 | $138,044-67.1% | $125,339-63.8% | $134,475-66.2% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -18.18% | 750.33%-768.5pp | 572.05%-590.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,138 | $5,243-59.2% | $4,814-55.6% | $4,740-54.9% |
| Participant deferral / active EE | $7,136 | $7,799-8.5% | $7,446-4.2% | $6,400+11.5% |
| Admin fee / account holder | $2,282 | $11,571-80.3% | $10,010-77.2% | $11,426-80.0% |