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 | $47,020 | $97,757-51.9% | $83,848-43.9% | $135,375-65.3% |
| Participation rate | 88.2% | 80.0%+8.3pp | 76.1%+12.1pp | 82.6%+5.6pp |
| Annual return | -7.83% | 1287.37%-1295.2pp | 850.88%-858.7pp | 519.73%-527.6pp |
| Employer contribution / active EE | $2,347 | $4,222-44.4% | $3,631-35.4% | $4,779-50.9% |
| Participant deferral / active EE | $5,002 | $4,682+6.8% | $4,082+22.6% | $5,609-10.8% |
| Admin fee / account holder | $863 | $6,674-87.1% | $5,478-84.2% | $10,827-92.0% |