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 | $48,939 | $138,065-64.6% | $123,544-60.4% | $135,375-63.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.06% | 153.68%-156.7pp | 119.20%-122.3pp | 519.73%-522.8pp |
| Employer contribution / active EE | $2,766 | $5,151-46.3% | $4,628-40.2% | $4,779-42.1% |
| Participant deferral / active EE | $5,017 | $6,799-26.2% | $6,426-21.9% | $5,609-10.5% |
| Admin fee / account holder | $8,073 | $10,916-26.0% | $9,284-13.0% | $10,827-25.4% |