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 | $77,908 | $39,798+95.8% | $67,711+15.1% | $59,632+30.6% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | 0.69% | 89.94%-89.2pp | 25.41%-24.7pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $2,127 | $1,393+52.7% | $2,559-16.9% | $2,203-3.4% |
| Participant deferral / active EE | $4,508 | $2,335+93.1% | $3,585+25.7% | $3,192+41.2% |
| Admin fee / account holder | $9,190 | $3,212+186.1% | $4,255+116.0% | $4,297+113.9% |