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 | $36,563 | $72,400-49.5% | $67,502-45.8% | $145,922-74.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 17.47% | 7182.46%-7165.0pp | 3512.12%-3494.7pp | 561.29%-543.8pp |
| Employer contribution / active EE | $2,143 | $3,069-30.2% | $2,731-21.5% | $4,660-54.0% |
| Participant deferral / active EE | $4,095 | $4,783-14.4% | $4,000+2.4% | $6,688-38.8% |
| Admin fee / account holder | $9,847 | $5,539+77.8% | $3,998+146.3% | $13,397-26.5% |