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 | $46,007 | $160,055-71.3% | $140,016-67.1% | $135,375-66.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.67% | 911.38%-914.1pp | 651.12%-653.8pp | 519.73%-522.4pp |
| Employer contribution / active EE | $1,896 | $6,420-70.5% | $5,606-66.2% | $4,779-60.3% |
| Participant deferral / active EE | $5,305 | $7,642-30.6% | $6,927-23.4% | $5,609-5.4% |
| Admin fee / account holder | $19,624 | $13,328+47.2% | $10,705+83.3% | $10,827+81.3% |