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 | $18,568 | $76,738-75.8% | $56,411-67.1% | $145,922-87.3% |
| Participation rate | 85.7% | 63.2%+22.5pp | 52.5%+33.2pp | 80.3%+5.4pp |
| Annual return | 14.20% | 2994.23%-2980.0pp | 1701.33%-1687.1pp | 561.29%-547.1pp |
| Employer contribution / active EE | $2,370 | $1,380+71.7% | $1,039+128.1% | $4,660-49.1% |
| Participant deferral / active EE | $4,669 | $2,623+78.0% | $1,952+139.2% | $6,688-30.2% |
| Admin fee / account holder | $3,044 | $3,334-8.7% | $2,829+7.6% | $13,397-77.3% |