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 | $46,805 | $138,065-66.1% | $123,544-62.1% | $135,375-65.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.42% | 153.68%-159.1pp | 119.20%-124.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,756 | $5,151-65.9% | $4,628-62.1% | $4,779-63.3% |
| Participant deferral / active EE | $3,955 | $6,799-41.8% | $6,426-38.5% | $5,609-29.5% |
| Admin fee / account holder | $1,254 | $10,916-88.5% | $9,284-86.5% | $10,827-88.4% |