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 | $20,986 | $183,519-88.6% | $155,509-86.5% | $145,922-85.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 36.95% | 61.17%-24.2pp | 64.67%-27.7pp | 561.29%-524.3pp |
| Employer contribution / active EE | $2,360 | $5,313-55.6% | $4,672-49.5% | $4,660-49.3% |
| Participant deferral / active EE | $7,374 | $6,462+14.1% | $5,626+31.1% | $6,688+10.3% |
| Admin fee / account holder | $1,189 | $19,313-93.8% | $15,912-92.5% | $13,397-91.1% |