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 | $19,613 | $90,600-78.4% | $79,464-75.3% | $135,375-85.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 0.25% | 977.43%-977.2pp | 718.14%-717.9pp | 519.73%-519.5pp |
| Employer contribution / active EE | $2,537 | $3,068-17.3% | $2,800-9.4% | $4,779-46.9% |
| Participant deferral / active EE | $8,259 | $4,050+103.9% | $3,704+123.0% | $5,609+47.3% |
| Admin fee / account holder | $138,966 | $5,907+2252.6% | $5,113+2617.9% | $10,827+1183.5% |