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 | $49,711 | $180,449-72.5% | $154,107-67.7% | $135,375-63.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.44% | 888.09%-887.7pp | 735.12%-734.7pp | 519.73%-519.3pp |
| Employer contribution / active EE | $2,209 | $6,035-63.4% | $5,298-58.3% | $4,779-53.8% |
| Participant deferral / active EE | $5,280 | $5,806-9.1% | $5,081+3.9% | $5,609-5.9% |
| Admin fee / account holder | $152,110 | $16,143+842.3% | $13,411+1034.2% | $10,827+1304.9% |