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 | $46,022 | $180,449-74.5% | $154,107-70.1% | $135,375-66.0% |
| Participation rate | 90.5% | 87.4%+3.1pp | 83.0%+7.4pp | 82.6%+7.8pp |
| Annual return | -8.50% | 888.09%-896.6pp | 735.12%-743.6pp | 519.73%-528.2pp |
| Employer contribution / active EE | $2,700 | $6,035-55.3% | $5,298-49.0% | $4,779-43.5% |
| Participant deferral / active EE | $7,465 | $5,806+28.6% | $5,081+46.9% | $5,609+33.1% |
| Admin fee / account holder | $637 | $16,143-96.1% | $13,411-95.3% | $10,827-94.1% |