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 | $79,981 | $56,199+42.3% | $67,652+18.2% | $59,632+34.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -1.21% | 18505.31%-18506.5pp | 6625.04%-6626.2pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $8,273 | $1,614+412.4% | $2,266+265.2% | $2,203+275.6% |
| Participant deferral / active EE | $5,344 | $2,844+87.9% | $3,560+50.1% | $3,192+67.4% |
| Admin fee / account holder | $3,398 | $3,958-14.2% | $4,821-29.5% | $4,297-20.9% |