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 | $49,697 | $75,828-34.5% | $147,614-66.3% | $59,632-16.7% |
| Participation rate | 85.7% | 71.6%+14.1pp | 84.6%+1.1pp | 68.7%+17.0pp |
| Annual return | -0.84% | 0.37%-1.2pp | 61.98%-62.8pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $810 | $3,485-76.7% | $5,564-85.4% | $2,203-63.2% |
| Participant deferral / active EE | $2,966 | $3,130-5.2% | $4,895-39.4% | $3,192-7.1% |
| Admin fee / account holder | $4,757 | $5,985-20.5% | $11,611-59.0% | $4,297+10.7% |