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 | $26,255 | $45,152-41.9% | $73,843-64.4% | $59,632-56.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.77% | 27.40%-28.2pp | 2267.84%-2268.6pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $6,253 | $1,902+228.8% | $2,787+124.3% | $2,203+183.9% |
| Participant deferral / active EE | $2,965 | $2,574+15.2% | $3,583-17.2% | $3,192-7.1% |
| Admin fee / account holder | $13,741 | $3,516+290.8% | $4,880+181.6% | $4,297+219.8% |