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 3-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 | $38,462 | $70,606-45.5% | $53,898-28.6% | $142,382-73.0% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 22.20% | 619.81%-597.6pp | 528.60%-506.4pp | 217.08%-194.9pp |
| Employer contribution / active EE | $1,485 | $1,202+23.5% | $932+59.3% | $4,299-65.5% |
| Participant deferral / active EE | $2,867 | $2,364+21.3% | $1,826+57.0% | $6,507-55.9% |
| Admin fee / account holder | $24,242 | $2,852+750.1% | $2,491+873.3% | $12,624+92.0% |