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 | $54,442 | $102,317-46.8% | $146,958-63.0% | $80,856-32.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.92% | 134.76%-119.8pp | 418.34%-403.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $5,300 | $3,713+42.7% | $4,933+7.4% | $2,755+92.4% |
| Participant deferral / active EE | $7,959 | $6,644+19.8% | $8,070-1.4% | $4,296+85.3% |
| Admin fee / account holder | $4,175 | $7,941-47.4% | $12,998-67.9% | $6,918-39.7% |