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 | $44,388 | $168,632-73.7% | $147,614-69.9% | $125,391-64.6% |
| Participation rate | 91.7% | 88.8%+2.9pp | 84.6%+7.0pp | 83.2%+8.5pp |
| Annual return | -2.50% | 77.65%-80.1pp | 61.98%-64.5pp | 282.22%-284.7pp |
| Employer contribution / active EE | $2,464 | $6,252-60.6% | $5,564-55.7% | $4,866-49.4% |
| Participant deferral / active EE | $7,559 | $5,507+37.3% | $4,895+54.4% | $5,352+41.2% |
| Admin fee / account holder | $34,280 | $13,580+152.4% | $11,611+195.2% | $9,540+259.3% |