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 | $39,983 | $70,756-43.5% | $65,493-39.0% | $142,382-71.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 17.10% | 1754.89%-1737.8pp | 982.45%-965.3pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,178 | $2,881-24.4% | $2,574-15.4% | $4,299-49.3% |
| Participant deferral / active EE | $7,932 | $4,637+71.1% | $3,961+100.3% | $6,507+21.9% |
| Admin fee / account holder | $4,980 | $6,559-24.1% | $5,028-1.0% | $12,624-60.5% |