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 | $87,504 | $45,152+93.8% | $73,843+18.5% | $59,632+46.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.96% | 27.40%-28.4pp | 2267.84%-2268.8pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $3,192 | $1,902+67.8% | $2,787+14.5% | $2,203+44.9% |
| Participant deferral / active EE | $3,940 | $2,574+53.1% | $3,583+10.0% | $3,192+23.4% |
| Admin fee / account holder | $7,466 | $3,516+112.3% | $4,880+53.0% | $4,297+73.8% |