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 | $49,389 | $160,055-69.1% | $140,016-64.7% | $135,375-63.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 0.29% | 911.38%-911.1pp | 651.12%-650.8pp | 519.73%-519.4pp |
| Employer contribution / active EE | $3,658 | $6,420-43.0% | $5,606-34.7% | $4,779-23.5% |
| Participant deferral / active EE | $5,363 | $7,642-29.8% | $6,927-22.6% | $5,609-4.4% |
| Admin fee / account holder | $1,494 | $13,328-88.8% | $10,705-86.0% | $10,827-86.2% |