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 | $49,798 | $138,044-63.9% | $125,339-60.3% | $134,475-63.0% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -15.12% | 750.33%-765.4pp | 572.05%-587.2pp | 417.96%-433.1pp |
| Employer contribution / active EE | $3,526 | $5,243-32.8% | $4,814-26.8% | $4,740-25.6% |
| Participant deferral / active EE | $9,838 | $7,799+26.1% | $7,446+32.1% | $6,400+53.7% |
| Admin fee / account holder | $68,790 | $11,571+494.5% | $10,010+587.3% | $11,426+502.1% |