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 | $48,726 | $44,850+8.6% | $60,547-19.5% | $59,632-18.3% |
| Participation rate | 100.0% | 59.5%+40.5pp | 68.0%+32.0pp | 68.7%+31.3pp |
| Annual return | 1.30% | 1074.14%-1072.8pp | 335.64%-334.3pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $2,941 | $1,462+101.2% | $2,419+21.6% | $2,203+33.5% |
| Participant deferral / active EE | $2,287 | $2,230+2.6% | $3,328-31.3% | $3,192-28.3% |
| Admin fee / account holder | $2,472 | $3,635-32.0% | $4,536-45.5% | $4,297-42.5% |