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 | $48,358 | $90,600-46.6% | $79,464-39.1% | $135,375-64.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 7.46% | 977.43%-970.0pp | 718.14%-710.7pp | 519.73%-512.3pp |
| Employer contribution / active EE | $2,476 | $3,068-19.3% | $2,800-11.6% | $4,779-48.2% |
| Participant deferral / active EE | $3,400 | $4,050-16.1% | $3,704-8.2% | $5,609-39.4% |
| Admin fee / account holder | $116,775 | $5,907+1876.9% | $5,113+2183.9% | $10,827+978.5% |