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 | $113,338 | $75,828+49.5% | $147,614-23.2% | $59,632+90.1% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.55% | 0.37%-0.9pp | 61.98%-62.5pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $7,173 | $3,485+105.9% | $5,564+28.9% | $2,203+225.7% |
| Participant deferral / active EE | $4,762 | $3,130+52.1% | $4,895-2.7% | $3,192+49.2% |
| Admin fee / account holder | $88,308 | $5,985+1375.4% | $11,611+660.5% | $4,297+1955.1% |