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 | $46,692 | $90,600-48.5% | $79,464-41.2% | $135,375-65.5% |
| Participation rate | 84.6% | 76.0%+8.6pp | 73.3%+11.3pp | 82.6%+2.0pp |
| Annual return | -6.05% | 977.43%-983.5pp | 718.14%-724.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $895 | $3,068-70.8% | $2,800-68.1% | $4,779-81.3% |
| Participant deferral / active EE | $784 | $4,050-80.6% | $3,704-78.8% | $5,609-86.0% |
| Admin fee / account holder | $3,061 | $5,907-48.2% | $5,113-40.1% | $10,827-71.7% |