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 | $30,067 | $183,519-83.6% | $155,509-80.7% | $145,922-79.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.72% | 61.17%-46.4pp | 64.67%-49.9pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,731 | $5,313-67.4% | $4,672-62.9% | $4,660-62.8% |
| Participant deferral / active EE | $4,932 | $6,462-23.7% | $5,626-12.3% | $6,688-26.2% |
| Admin fee / account holder | $5,447 | $19,313-71.8% | $15,912-65.8% | $13,397-59.3% |