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 | $53,409 | $135,635-60.6% | $110,238-51.6% | $135,375-60.5% |
| Participation rate | 90.9% | 83.5%+7.5pp | 79.8%+11.1pp | 82.6%+8.3pp |
| Annual return | -7.89% | 513.19%-521.1pp | 314.74%-322.6pp | 519.73%-527.6pp |
| Employer contribution / active EE | $3,028 | $4,906-38.3% | $3,826-20.9% | $4,779-36.6% |
| Participant deferral / active EE | $5,568 | $5,506+1.1% | $4,672+19.2% | $5,609-0.7% |
| Admin fee / account holder | $2,311 | $11,457-79.8% | $8,547-73.0% | $10,827-78.7% |