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 | $39,336 | $180,449-78.2% | $154,107-74.5% | $135,375-70.9% |
| 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 | $13,975 | $6,035+131.6% | $5,298+163.8% | $4,779+192.4% |
| Participant deferral / active EE | $12,850 | $5,806+121.3% | $5,081+152.9% | $5,609+129.1% |
| Admin fee / account holder | $517,825 | $16,143+3107.8% | $13,411+3761.2% | $10,827+4682.7% |