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 | $19,189 | $70,606-72.8% | $53,898-64.4% | $142,382-86.5% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 17.78% | 619.81%-602.0pp | 528.60%-510.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,365 | $1,202+96.8% | $932+153.8% | $4,299-45.0% |
| Participant deferral / active EE | $3,140 | $2,364+32.8% | $1,826+71.9% | $6,507-51.7% |
| Admin fee / account holder | $1,374 | $2,852-51.8% | $2,491-44.8% | $12,624-89.1% |