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 | $39,830 | $54,517-26.9% | $75,972-47.6% | $74,495-46.5% |
| Participation rate | 98.4% | 60.3%+38.1pp | 69.1%+29.4pp | 67.2%+31.2pp |
| Annual return | 49.87% | 31.82%+18.1pp | 359.55%-309.7pp | 1364.94%-1315.1pp |
| Employer contribution / active EE | $1,414 | $1,777-20.4% | $2,685-47.3% | $2,623-46.1% |
| Participant deferral / active EE | $11,048 | $3,066+260.4% | $4,255+159.6% | $4,346+154.2% |
| Admin fee / account holder | $6,688 | $2,229+200.1% | $6,467+3.4% | $1,942+244.4% |