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 | $37,988 | $90,600-58.1% | $79,464-52.2% | $135,375-71.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 0.22% | 977.43%-977.2pp | 718.14%-717.9pp | 519.73%-519.5pp |
| Employer contribution / active EE | $4,558 | $3,068+48.6% | $2,800+62.8% | $4,779-4.6% |
| Participant deferral / active EE | $5,170 | $4,050+27.6% | $3,704+39.6% | $5,609-7.8% |
| Admin fee / account holder | $8,542 | $5,907+44.6% | $5,113+67.1% | $10,827-21.1% |