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 | $46,953 | $168,632-72.2% | $147,614-68.2% | $125,391-62.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.49% | 77.65%-81.1pp | 61.98%-65.5pp | 282.22%-285.7pp |
| Employer contribution / active EE | $2,066 | $6,252-67.0% | $5,564-62.9% | $4,866-57.5% |
| Participant deferral / active EE | $3,847 | $5,507-30.1% | $4,895-21.4% | $5,352-28.1% |
| Admin fee / account holder | $5,086 | $13,580-62.5% | $11,611-56.2% | $9,540-46.7% |