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 | $49,589 | $84,695-41.4% | $73,843-32.8% | $125,391-60.5% |
| Participation rate | 79.2% | 76.8%+2.4pp | 73.4%+5.7pp | 83.2%-4.0pp |
| Annual return | -1.81% | 3123.53%-3125.3pp | 2267.84%-2269.7pp | 282.22%-284.0pp |
| Employer contribution / active EE | $1,065 | $3,123-65.9% | $2,787-61.8% | $4,866-78.1% |
| Participant deferral / active EE | $2,546 | $3,992-36.2% | $3,583-28.9% | $5,352-52.4% |
| Admin fee / account holder | $570 | $5,691-90.0% | $4,880-88.3% | $9,540-94.0% |