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 | $35,881 | $70,756-49.3% | $65,493-45.2% | $142,382-74.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 16.16% | 1754.89%-1738.7pp | 982.45%-966.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $3,781 | $2,881+31.3% | $2,574+46.9% | $4,299-12.0% |
| Participant deferral / active EE | $5,654 | $4,637+21.9% | $3,961+42.7% | $6,507-13.1% |
| Admin fee / account holder | $8,692 | $6,559+32.5% | $5,028+72.9% | $12,624-31.1% |