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 | $36,575 | $30,400+20.3% | $53,898-32.1% | $84,808-56.9% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 19.53% | 500.19%-480.7pp | 528.60%-509.1pp | 40.90%-21.4pp |
| Employer contribution / active EE | $2,898 | $603+380.9% | $932+211.0% | $2,631+10.2% |
| Participant deferral / active EE | $2,813 | $1,199+134.7% | $1,826+54.0% | $4,212-33.2% |
| Admin fee / account holder | $818 | $1,993-59.0% | $2,491-67.2% | $7,344-88.9% |