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 | $33,359 | $70,606-52.8% | $53,898-38.1% | $142,382-76.6% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 20.12% | 619.81%-599.7pp | 528.60%-508.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,662 | $1,202+38.2% | $932+78.3% | $4,299-61.3% |
| Participant deferral / active EE | $3,262 | $2,364+38.0% | $1,826+78.6% | $6,507-49.9% |
| Admin fee / account holder | $1,214 | $2,852-57.4% | $2,491-51.2% | $12,624-90.4% |