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 | $37,416 | $60,124-37.8% | $90,404-58.6% | $79,858-53.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 0.00% | 71.94%-71.9pp | 1293.02%-1293.0pp | 31.71%-31.7pp |
| Employer contribution / active EE | $2,143 | $2,068+3.7% | $3,262-34.3% | $2,471-13.3% |
| Participant deferral / active EE | $2,538 | $2,938-13.6% | $3,963-36.0% | $3,740-32.1% |
| Admin fee / account holder | $9,485 | $3,976+138.5% | $5,611+69.0% | $5,306+78.7% |