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 | $103,601 | $56,199+84.3% | $67,652+53.1% | $59,632+73.7% |
| Participation rate | 88.9% | 71.5%+17.4pp | 75.7%+13.2pp | 68.7%+20.2pp |
| Annual return | -1.49% | 18505.31%-18506.8pp | 6625.04%-6626.5pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $10,865 | $1,614+573.0% | $2,266+379.6% | $2,203+393.3% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $60,024 | $3,958+1416.4% | $4,821+1145.1% | $4,297+1296.9% |