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 | $19,961 | $138,044-85.5% | $125,339-84.1% | $134,475-85.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 247.17% | 750.33%-503.2pp | 572.05%-324.9pp | 417.96%-170.8pp |
| Employer contribution / active EE | $2,985 | $5,243-43.1% | $4,814-38.0% | $4,740-37.0% |
| Participant deferral / active EE | $5,167 | $7,799-33.7% | $7,446-30.6% | $6,400-19.3% |
| Admin fee / account holder | $2,036 | $11,571-82.4% | $10,010-79.7% | $11,426-82.2% |