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 | $46,905 | $97,757-52.0% | $83,848-44.1% | $135,375-65.4% |
| Participation rate | 90.5% | 80.0%+10.5pp | 76.1%+14.3pp | 82.6%+7.8pp |
| Annual return | -5.47% | 1287.37%-1292.8pp | 850.88%-856.3pp | 519.73%-525.2pp |
| Employer contribution / active EE | $6,931 | $4,222+64.2% | $3,631+90.9% | $4,779+45.0% |
| Participant deferral / active EE | $4,298 | $4,682-8.2% | $4,082+5.3% | $5,609-23.4% |
| Admin fee / account holder | $664 | $6,674-90.1% | $5,478-87.9% | $10,827-93.9% |