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 6-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 | $25,675 | $53,516-52.0% | $126,539-79.7% | $84,808-69.7% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 19.09% | 58.34%-39.2pp | 425.95%-406.9pp | 40.90%-21.8pp |
| Employer contribution / active EE | $3,620 | $1,535+135.9% | $3,674-1.5% | $2,631+37.6% |
| Participant deferral / active EE | $4,878 | $2,671+82.6% | $4,083+19.5% | $4,212+15.8% |
| Admin fee / account holder | $2,152 | $4,497-52.1% | $6,065-64.5% | $7,344-70.7% |