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 | $47,099 | $168,632-72.1% | $147,614-68.1% | $125,391-62.4% |
| Participation rate | 92.3% | 88.8%+3.5pp | 84.6%+7.7pp | 83.2%+9.1pp |
| Annual return | -1.82% | 77.65%-79.5pp | 61.98%-63.8pp | 282.22%-284.0pp |
| Employer contribution / active EE | $1,951 | $6,252-68.8% | $5,564-64.9% | $4,866-59.9% |
| Participant deferral / active EE | $3,643 | $5,507-33.8% | $4,895-25.6% | $5,352-31.9% |
| Admin fee / account holder | $17,805 | $13,580+31.1% | $11,611+53.3% | $9,540+86.6% |