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 8-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 | $49,015 | $171,865-71.5% | $149,718-67.3% | $147,584-66.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 0.00% | 2113.22%-2113.2pp | 1501.63%-1501.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $7,981 | $6,275+27.2% | $5,445+46.6% | $4,876+63.7% |
| Participant deferral / active EE | $5,089 | $7,271-30.0% | $6,569-22.5% | $5,439-6.4% |
| Admin fee / account holder | $991 | $13,799-92.8% | $11,283-91.2% | $10,885-90.9% |