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 | $25,943 | $70,606-63.3% | $53,898-51.9% | $142,382-81.8% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 20.83% | 619.81%-599.0pp | 528.60%-507.8pp | 217.08%-196.2pp |
| Employer contribution / active EE | $3,534 | $1,202+194.0% | $932+279.2% | $4,299-17.8% |
| Participant deferral / active EE | $4,285 | $2,364+81.3% | $1,826+134.6% | $6,507-34.1% |
| Admin fee / account holder | $1,307 | $2,852-54.1% | $2,491-47.5% | $12,624-89.6% |