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 | $29,363 | $27,915+5.2% | $58,482-49.8% | $75,163-60.9% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 22.43% | 44.20%-21.8pp | 4239.32%-4216.9pp | 160.62%-138.2pp |
| Employer contribution / active EE | $5,939 | $669+787.7% | $1,053+463.9% | $2,670+122.5% |
| Participant deferral / active EE | $2,786 | $1,201+131.9% | $1,924+44.8% | $4,125-32.5% |
| Admin fee / account holder | $1,107 | $1,726-35.9% | $2,516-56.0% | $5,651-80.4% |