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 | $41,464 | $45,152-8.2% | $73,843-43.8% | $59,632-30.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 1.24% | 27.40%-26.2pp | 2267.84%-2266.6pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $4,454 | $1,902+134.2% | $2,787+59.8% | $2,203+102.2% |
| Participant deferral / active EE | $0 | $2,574-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $61,280 | $3,516+1642.8% | $4,880+1155.7% | $4,297+1326.1% |