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 10-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 | $37,013 | $70,606-47.6% | $53,898-31.3% | $142,382-74.0% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 15.20% | 619.81%-604.6pp | 528.60%-513.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,784 | $1,202+48.4% | $932+91.4% | $4,299-58.5% |
| Participant deferral / active EE | $2,369 | $2,364+0.2% | $1,826+29.7% | $6,507-63.6% |
| Admin fee / account holder | $589 | $2,852-79.4% | $2,491-76.4% | $12,624-95.3% |