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 | $44,630 | $114,047-60.9% | $96,139-53.6% | $167,490-73.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 9.08% | 189.88%-180.8pp | 191.94%-182.9pp | 478.56%-469.5pp |
| Employer contribution / active EE | $1,559 | $3,427-54.5% | $2,797-44.3% | $4,837-67.8% |
| Participant deferral / active EE | $6,799 | $5,194+30.9% | $4,349+56.3% | $6,341+7.2% |
| Admin fee / account holder | $143,854 | $6,897+1985.8% | $5,537+2498.1% | $12,309+1068.7% |