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 | $24,845 | $70,606-64.8% | $53,898-53.9% | $142,382-82.6% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 18.21% | 619.81%-601.6pp | 528.60%-510.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $5,303 | $1,202+341.2% | $932+469.0% | $4,299+23.4% |
| Participant deferral / active EE | $5,815 | $2,364+146.0% | $1,826+218.4% | $6,507-10.6% |
| Admin fee / account holder | $1,115 | $2,852-60.9% | $2,491-55.2% | $12,624-91.2% |