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 | $56,727 | $102,317-44.6% | $146,958-61.4% | $80,856-29.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.03% | 134.76%-117.7pp | 418.34%-401.3pp | 35.59%-18.6pp |
| Employer contribution / active EE | $8,153 | $3,713+119.6% | $4,933+65.3% | $2,755+195.9% |
| Participant deferral / active EE | $10,902 | $6,644+64.1% | $8,070+35.1% | $4,296+153.8% |
| Admin fee / account holder | $900 | $7,941-88.7% | $12,998-93.1% | $6,918-87.0% |