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 | $43,816 | $109,817-60.1% | $98,442-55.5% | $167,490-73.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.66% | 1956.69%-1944.0pp | 1492.73%-1480.1pp | 478.56%-465.9pp |
| Employer contribution / active EE | $3,246 | $3,224+0.7% | $2,960+9.7% | $4,837-32.9% |
| Participant deferral / active EE | $5,838 | $4,673+24.9% | $4,276+36.5% | $6,341-7.9% |
| Admin fee / account holder | $31,411 | $6,753+365.2% | $5,949+428.0% | $12,309+155.2% |