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 | $29,933 | $56,199-46.7% | $67,652-55.8% | $59,632-49.8% |
| Participation rate | 76.8% | 71.5%+5.3pp | 75.7%+1.1pp | 68.7%+8.1pp |
| Annual return | -1.39% | 18505.31%-18506.7pp | 6625.04%-6626.4pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $550 | $1,614-65.9% | $2,266-75.7% | $2,203-75.0% |
| Participant deferral / active EE | $2,254 | $2,844-20.7% | $3,560-36.7% | $3,192-29.4% |
| Admin fee / account holder | $7,474 | $3,958+88.8% | $4,821+55.0% | $4,297+73.9% |