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 | $52,554 | $102,317-48.6% | $146,958-64.2% | $80,856-35.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.15% | 134.76%-121.6pp | 418.34%-405.2pp | 35.59%-22.4pp |
| Employer contribution / active EE | $3,636 | $3,713-2.1% | $4,933-26.3% | $2,755+32.0% |
| Participant deferral / active EE | $6,751 | $6,644+1.6% | $8,070-16.3% | $4,296+57.2% |
| Admin fee / account holder | $3,730 | $7,941-53.0% | $12,998-71.3% | $6,918-46.1% |