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 | $39,257 | $75,828-48.2% | $147,614-73.4% | $59,632-34.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.58% | 0.37%+0.2pp | 61.98%-61.4pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $2,913 | $3,485-16.4% | $5,564-47.6% | $2,203+32.3% |
| Participant deferral / active EE | $3,720 | $3,130+18.8% | $4,895-24.0% | $3,192+16.6% |
| Admin fee / account holder | $52,803 | $5,985+782.2% | $11,611+354.8% | $4,297+1128.8% |