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 | $52,948 | $180,449-70.7% | $154,107-65.6% | $135,375-60.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.98% | 888.09%-887.1pp | 735.12%-734.1pp | 519.73%-518.8pp |
| Employer contribution / active EE | $2,297 | $6,035-61.9% | $5,298-56.6% | $4,779-51.9% |
| Participant deferral / active EE | $6,975 | $5,806+20.1% | $5,081+37.3% | $5,609+24.4% |
| Admin fee / account holder | $9,371 | $16,143-42.0% | $13,411-30.1% | $10,827-13.5% |