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 | $27,723 | $56,199-50.7% | $67,652-59.0% | $59,632-53.5% |
| Participation rate | 89.7% | 71.5%+18.2pp | 75.7%+14.0pp | 68.7%+21.0pp |
| Annual return | -0.83% | 18505.31%-18506.1pp | 6625.04%-6625.9pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $5,766 | $1,614+257.1% | $2,266+154.5% | $2,203+161.8% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,507 | $3,958-36.7% | $4,821-48.0% | $4,297-41.7% |