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 | $36,584 | $29,660+23.3% | $56,411-35.1% | $80,856-54.8% |
| Participation rate | 97.9% | 41.6%+56.2pp | 52.5%+45.4pp | 67.6%+30.2pp |
| Annual return | 14.17% | 35.23%-21.1pp | 1701.33%-1687.2pp | 35.59%-21.4pp |
| Employer contribution / active EE | $4,975 | $669+643.2% | $1,039+379.0% | $2,755+80.6% |
| Participant deferral / active EE | $2,540 | $1,226+107.2% | $1,952+30.1% | $4,296-40.9% |
| Admin fee / account holder | $2,972 | $2,428+22.4% | $2,829+5.1% | $6,918-57.0% |