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 | $47,044 | $138,065-65.9% | $123,544-61.9% | $135,375-65.2% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -2.39% | 153.68%-156.1pp | 119.20%-121.6pp | 519.73%-522.1pp |
| Employer contribution / active EE | $3,113 | $5,151-39.6% | $4,628-32.7% | $4,779-34.9% |
| Participant deferral / active EE | $10,238 | $6,799+50.6% | $6,426+59.3% | $5,609+82.5% |
| Admin fee / account holder | $100,487 | $10,916+820.6% | $9,284+982.4% | $10,827+828.1% |