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 | $46,753 | $56,199-16.8% | $67,652-30.9% | $59,632-21.6% |
| Participation rate | 91.8% | 71.5%+20.4pp | 75.7%+16.2pp | 68.7%+23.2pp |
| Annual return | -0.48% | 18505.31%-18505.8pp | 6625.04%-6625.5pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $5,137 | $1,614+218.2% | $2,266+126.7% | $2,203+133.2% |
| Participant deferral / active EE | $2,688 | $2,844-5.5% | $3,560-24.5% | $3,192-15.8% |
| Admin fee / account holder | $335 | $3,958-91.5% | $4,821-93.0% | $4,297-92.2% |