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 4-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 | $31,276 | $70,606-55.7% | $53,898-42.0% | $142,382-78.0% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 17.40% | 619.81%-602.4pp | 528.60%-511.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,875 | $1,202+139.1% | $932+208.4% | $4,299-33.1% |
| Participant deferral / active EE | $4,913 | $2,364+107.8% | $1,826+169.0% | $6,507-24.5% |
| Admin fee / account holder | $991 | $2,852-65.3% | $2,491-60.2% | $12,624-92.2% |