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 | $42,359 | $180,449-76.5% | $154,107-72.5% | $135,375-68.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -0.73% | 888.09%-888.8pp | 735.12%-735.8pp | 519.73%-520.5pp |
| Employer contribution / active EE | $1,824 | $6,035-69.8% | $5,298-65.6% | $4,779-61.8% |
| Participant deferral / active EE | $8,600 | $5,806+48.1% | $5,081+69.3% | $5,609+53.3% |
| Admin fee / account holder | $36,028 | $16,143+123.2% | $13,411+168.6% | $10,827+232.8% |