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 6-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 | $49,424 | $180,449-72.6% | $154,107-67.9% | $135,375-63.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.18% | 888.09%-891.3pp | 735.12%-738.3pp | 519.73%-522.9pp |
| Employer contribution / active EE | $2,025 | $6,035-66.4% | $5,298-61.8% | $4,779-57.6% |
| Participant deferral / active EE | $4,385 | $5,806-24.5% | $5,081-13.7% | $5,609-21.8% |
| Admin fee / account holder | $5,860 | $16,143-63.7% | $13,411-56.3% | $10,827-45.9% |