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 | $31,564 | $102,317-69.2% | $146,958-78.5% | $80,856-61.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 27.71% | 134.76%-107.1pp | 418.34%-390.6pp | 35.59%-7.9pp |
| Employer contribution / active EE | $3,115 | $3,713-16.1% | $4,933-36.9% | $2,755+13.1% |
| Participant deferral / active EE | $7,011 | $6,644+5.5% | $8,070-13.1% | $4,296+63.2% |
| Admin fee / account holder | $2,401 | $7,941-69.8% | $12,998-81.5% | $6,918-65.3% |