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 | $49,050 | $180,449-72.8% | $154,107-68.2% | $135,375-63.8% |
| Participation rate | 93.3% | 87.4%+5.9pp | 83.0%+10.3pp | 82.6%+10.7pp |
| Annual return | -7.91% | 888.09%-896.0pp | 735.12%-743.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $4,200 | $6,035-30.4% | $5,298-20.7% | $4,779-12.1% |
| Participant deferral / active EE | $7,301 | $5,806+25.7% | $5,081+43.7% | $5,609+30.2% |
| Admin fee / account holder | $9,180 | $16,143-43.1% | $13,411-31.6% | $10,827-15.2% |