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 | $28,223 | $84,695-66.7% | $73,843-61.8% | $125,391-77.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 4.10% | 3123.53%-3119.4pp | 2267.84%-2263.7pp | 282.22%-278.1pp |
| Employer contribution / active EE | $3,277 | $3,123+4.9% | $2,787+17.6% | $4,866-32.6% |
| Participant deferral / active EE | $6,406 | $3,992+60.4% | $3,583+78.8% | $5,352+19.7% |
| Admin fee / account holder | $48,046 | $5,691+744.2% | $4,880+884.5% | $9,540+403.6% |