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 10-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 | $25,568 | $27,915-8.4% | $58,482-56.3% | $75,163-66.0% |
| Participation rate | 97.3% | 38.8%+58.4pp | 50.9%+46.4pp | 67.2%+30.1pp |
| Annual return | 21.62% | 44.20%-22.6pp | 4239.32%-4217.7pp | 160.62%-139.0pp |
| Employer contribution / active EE | $3,360 | $669+402.2% | $1,053+219.0% | $2,670+25.9% |
| Participant deferral / active EE | $5,640 | $1,201+369.5% | $1,924+193.2% | $4,125+36.7% |
| Admin fee / account holder | $6,687 | $1,726+287.5% | $2,516+165.8% | $5,651+18.3% |