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 | $47,509 | $138,065-65.6% | $123,544-61.5% | $135,375-64.9% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -6.40% | 153.68%-160.1pp | 119.20%-125.6pp | 519.73%-526.1pp |
| Employer contribution / active EE | $9,439 | $5,151+83.2% | $4,628+104.0% | $4,779+97.5% |
| Participant deferral / active EE | $7,455 | $6,799+9.7% | $6,426+16.0% | $5,609+32.9% |
| Admin fee / account holder | $938 | $10,916-91.4% | $9,284-89.9% | $10,827-91.3% |