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 | $86,076 | $102,604-16.1% | $86,188-0.1% | $139,434-38.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 16.98% | 1922.51%-1905.5pp | 1168.45%-1151.5pp | 372.94%-356.0pp |
| Employer contribution / active EE | $2,000 | $3,032-34.1% | $2,380-16.0% | $4,751-57.9% |
| Participant deferral / active EE | $3,917 | $4,676-16.2% | $3,985-1.7% | $6,710-41.6% |
| Admin fee / account holder | $126,464 | $8,657+1360.9% | $6,852+1745.7% | $11,403+1009.1% |