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 5-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 | $95,385 | $45,152+111.3% | $73,843+29.2% | $59,632+60.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -2.22% | 27.40%-29.6pp | 2267.84%-2270.1pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $2,463 | $1,902+29.5% | $2,787-11.6% | $2,203+11.8% |
| Participant deferral / active EE | $5,182 | $2,574+101.3% | $3,583+44.6% | $3,192+62.3% |
| Admin fee / account holder | $14,744 | $3,516+319.3% | $4,880+202.1% | $4,297+243.1% |