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 7-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 | $46,465 | $190,805-75.6% | $159,960-71.0% | $134,475-65.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.07% | 552.23%-570.3pp | 408.60%-426.7pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,605 | $4,995-47.9% | $4,226-38.4% | $4,740-45.0% |
| Participant deferral / active EE | $11,828 | $6,923+70.8% | $6,182+91.3% | $6,400+84.8% |
| Admin fee / account holder | $577 | $10,471-94.5% | $8,698-93.4% | $11,426-95.0% |