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 8-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 | $49,088 | $99,640-50.7% | $86,436-43.2% | $134,475-63.5% |
| Participation rate | 88.9% | 82.0%+6.8pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -19.72% | 6782.58%-6802.3pp | 4394.89%-4414.6pp | 417.96%-437.7pp |
| Employer contribution / active EE | $4,780 | $4,400+8.6% | $3,769+26.9% | $4,740+0.9% |
| Participant deferral / active EE | $10,120 | $7,246+39.7% | $6,952+45.6% | $6,400+58.1% |
| Admin fee / account holder | $840 | $8,371-90.0% | $6,731-87.5% | $11,426-92.6% |