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 9-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 | $133,946 | $190,805-29.8% | $159,960-16.3% | $134,475-0.4% |
| Participation rate | 95.8% | 81.9%+13.9pp | 78.0%+17.9pp | 81.2%+14.6pp |
| Annual return | 0.32% | 552.23%-551.9pp | 408.60%-408.3pp | 417.96%-417.6pp |
| Employer contribution / active EE | $19,998 | $4,995+300.3% | $4,226+373.2% | $4,740+321.9% |
| Participant deferral / active EE | $0 | $6,923-100.0% | $6,182-100.0% | $6,400-100.0% |
| Admin fee / account holder | $13,709 | $10,471+30.9% | $8,698+57.6% | $11,426+20.0% |