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 | $43,457 | $160,055-72.8% | $140,016-69.0% | $135,375-67.9% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.5%-16.1pp | 82.6%-11.2pp |
| Annual return | -9.16% | 911.38%-920.5pp | 651.12%-660.3pp | 519.73%-528.9pp |
| Employer contribution / active EE | $2,974 | $6,420-53.7% | $5,606-47.0% | $4,779-37.8% |
| Participant deferral / active EE | $2,974 | $7,642-61.1% | $6,927-57.1% | $5,609-47.0% |
| Admin fee / account holder | $694 | $13,328-94.8% | $10,705-93.5% | $10,827-93.6% |