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 | $50,486 | $138,044-63.4% | $125,339-59.7% | $134,475-62.5% |
| Participation rate | 95.2% | 84.5%+10.8pp | 82.4%+12.9pp | 81.2%+14.0pp |
| Annual return | -18.63% | 750.33%-769.0pp | 572.05%-590.7pp | 417.96%-436.6pp |
| Employer contribution / active EE | $3,171 | $5,243-39.5% | $4,814-34.1% | $4,740-33.1% |
| Participant deferral / active EE | $8,267 | $7,799+6.0% | $7,446+11.0% | $6,400+29.2% |
| Admin fee / account holder | $3,094 | $11,571-73.3% | $10,010-69.1% | $11,426-72.9% |