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 | $47,041 | $135,635-65.3% | $110,238-57.3% | $135,375-65.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -2.37% | 513.19%-515.6pp | 314.74%-317.1pp | 519.73%-522.1pp |
| Employer contribution / active EE | $1,857 | $4,906-62.1% | $3,826-51.5% | $4,779-61.1% |
| Participant deferral / active EE | $3,213 | $5,506-41.7% | $4,672-31.2% | $5,609-42.7% |
| Admin fee / account holder | $112,500 | $11,457+881.9% | $8,547+1216.2% | $10,827+939.1% |