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 | $49,740 | $138,044-64.0% | $125,339-60.3% | $134,475-63.0% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -16.09% | 750.33%-766.4pp | 572.05%-588.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $2,350 | $5,243-55.2% | $4,814-51.2% | $4,740-50.4% |
| Participant deferral / active EE | $8,523 | $7,799+9.3% | $7,446+14.5% | $6,400+33.2% |
| Admin fee / account holder | $853 | $11,571-92.6% | $10,010-91.5% | $11,426-92.5% |