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 4-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 | $24,967 | $70,606-64.6% | $53,898-53.7% | $142,382-82.5% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 15.54% | 619.81%-604.3pp | 528.60%-513.1pp | 217.08%-201.5pp |
| Employer contribution / active EE | $3,051 | $1,202+153.8% | $932+227.3% | $4,299-29.0% |
| Participant deferral / active EE | $7,668 | $2,364+224.4% | $1,826+319.9% | $6,507+17.8% |
| Admin fee / account holder | $604 | $2,852-78.8% | $2,491-75.8% | $12,624-95.2% |