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 | $77,248 | $70,587+9.4% | $124,672-38.0% | $85,850-10.0% |
| Participation rate | 100.0% | 64.4%+35.6pp | 74.6%+25.4pp | 69.3%+30.7pp |
| Annual return | 13.52% | 20688.83%-20675.3pp | 5142.93%-5129.4pp | 318.53%-305.0pp |
| Employer contribution / active EE | $2,627 | $1,913+37.3% | $3,324-21.0% | $2,565+2.4% |
| Participant deferral / active EE | $0 | $2,969-100.0% | $4,614-100.0% | $3,952-100.0% |
| Admin fee / account holder | $10,561 | $5,282+99.9% | $7,493+41.0% | $6,260+68.7% |