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 | $49,770 | $138,044-63.9% | $125,339-60.3% | $134,475-63.0% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -18.33% | 750.33%-768.7pp | 572.05%-590.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $2,897 | $5,243-44.8% | $4,814-39.8% | $4,740-38.9% |
| Participant deferral / active EE | $6,814 | $7,799-12.6% | $7,446-8.5% | $6,400+6.5% |
| Admin fee / account holder | $9,420 | $11,571-18.6% | $10,010-5.9% | $11,426-17.6% |