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 5-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 | $41,937 | $76,738-45.4% | $56,411-25.7% | $145,922-71.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 14.30% | 2994.23%-2979.9pp | 1701.33%-1687.0pp | 561.29%-547.0pp |
| Employer contribution / active EE | $5,845 | $1,380+323.6% | $1,039+462.8% | $4,660+25.4% |
| Participant deferral / active EE | $4,973 | $2,623+89.6% | $1,952+154.8% | $6,688-25.6% |
| Admin fee / account holder | $1,853 | $3,334-44.4% | $2,829-34.5% | $13,397-86.2% |