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 | $112,493 | $88,594+27.0% | $70,092+60.5% | $134,475-16.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | 3.04% | 442.67%-439.6pp | 190.73%-187.7pp | 417.96%-414.9pp |
| Employer contribution / active EE | $2,249 | $3,233-30.4% | $2,559-12.1% | $4,740-52.5% |
| Participant deferral / active EE | $5,345 | $4,772+12.0% | $3,849+38.9% | $6,400-16.5% |
| Admin fee / account holder | $28,110 | $10,441+169.2% | $6,267+348.6% | $11,426+146.0% |