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 | $34,316 | $138,065-75.1% | $123,544-72.2% | $135,375-74.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.32% | 153.68%-153.4pp | 119.20%-118.9pp | 519.73%-519.4pp |
| Employer contribution / active EE | $5,200 | $5,151+0.9% | $4,628+12.4% | $4,779+8.8% |
| Participant deferral / active EE | $12,650 | $6,799+86.1% | $6,426+96.9% | $5,609+125.5% |
| Admin fee / account holder | $212,411 | $10,916+1845.9% | $9,284+2188.0% | $10,827+1861.9% |