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 | $48,086 | $152,509-68.5% | $117,472-59.1% | $134,475-64.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.06% | 52.99%-71.0pp | 29.74%-47.8pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,152 | $5,571-61.4% | $4,176-48.5% | $4,740-54.6% |
| Participant deferral / active EE | $4,752 | $4,818-1.4% | $4,070+16.7% | $6,400-25.8% |
| Admin fee / account holder | $522 | $7,004-92.5% | $5,645-90.8% | $11,426-95.4% |