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 | $45,487 | $138,044-67.0% | $125,339-63.7% | $134,475-66.2% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -15.05% | 750.33%-765.4pp | 572.05%-587.1pp | 417.96%-433.0pp |
| Employer contribution / active EE | $1,736 | $5,243-66.9% | $4,814-63.9% | $4,740-63.4% |
| Participant deferral / active EE | $5,707 | $7,799-26.8% | $7,446-23.4% | $6,400-10.8% |
| Admin fee / account holder | $1,518 | $11,571-86.9% | $10,010-84.8% | $11,426-86.7% |