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 | $38,462 | $100,852-61.9% | $90,404-57.5% | $158,922-75.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.58% | 1724.20%-1713.6pp | 1293.02%-1282.4pp | 302.83%-292.2pp |
| Employer contribution / active EE | $3,136 | $3,689-15.0% | $3,262-3.9% | $4,761-34.1% |
| Participant deferral / active EE | $2,602 | $4,348-40.2% | $3,963-34.3% | $5,982-56.5% |
| Admin fee / account holder | $18,615 | $6,501+186.3% | $5,611+231.8% | $11,246+65.5% |