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 9-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 | $48,677 | $168,632-71.1% | $147,614-67.0% | $125,391-61.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.64% | 77.65%-80.3pp | 61.98%-64.6pp | 282.22%-284.9pp |
| Employer contribution / active EE | $2,150 | $6,252-65.6% | $5,564-61.4% | $4,866-55.8% |
| Participant deferral / active EE | $7,297 | $5,507+32.5% | $4,895+49.1% | $5,352+36.3% |
| Admin fee / account holder | $816 | $13,580-94.0% | $11,611-93.0% | $9,540-91.4% |