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 | $132,908 | $100,852+31.8% | $90,404+47.0% | $158,922-16.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 37.76% | 1724.20%-1686.4pp | 1293.02%-1255.3pp | 302.83%-265.1pp |
| Employer contribution / active EE | $4,000 | $3,689+8.4% | $3,262+22.6% | $4,761-16.0% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,963-100.0% | $5,982-100.0% |
| Admin fee / account holder | $37,170 | $6,501+471.8% | $5,611+562.5% | $11,246+230.5% |