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 | $28,883 | $180,449-84.0% | $154,107-81.3% | $135,375-78.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -0.11% | 888.09%-888.2pp | 735.12%-735.2pp | 519.73%-519.8pp |
| Employer contribution / active EE | $7,037 | $6,035+16.6% | $5,298+32.8% | $4,779+47.3% |
| Participant deferral / active EE | $6,532 | $5,806+12.5% | $5,081+28.6% | $5,609+16.5% |
| Admin fee / account holder | $54,691 | $16,143+238.8% | $13,411+307.8% | $10,827+405.1% |