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 | $46,884 | $90,600-48.3% | $79,464-41.0% | $135,375-65.4% |
| Participation rate | 89.5% | 76.0%+13.4pp | 73.3%+16.1pp | 82.6%+6.8pp |
| Annual return | -5.96% | 977.43%-983.4pp | 718.14%-724.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $1,743 | $3,068-43.2% | $2,800-37.8% | $4,779-63.5% |
| Participant deferral / active EE | $3,903 | $4,050-3.6% | $3,704+5.4% | $5,609-30.4% |
| Admin fee / account holder | $381 | $5,907-93.5% | $5,113-92.5% | $10,827-96.5% |