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 | $32,128 | $27,915+15.1% | $58,482-45.1% | $75,163-57.3% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 19.15% | 44.20%-25.1pp | 4239.32%-4220.2pp | 160.62%-141.5pp |
| Employer contribution / active EE | $1,443 | $669+115.7% | $1,053+37.0% | $2,670-45.9% |
| Participant deferral / active EE | $3,364 | $1,201+180.1% | $1,924+74.9% | $4,125-18.4% |
| Admin fee / account holder | $510 | $1,726-70.4% | $2,516-79.7% | $5,651-91.0% |