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 10-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 | $37,663 | $83,902-55.1% | $167,512-77.5% | $84,808-55.6% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 15.20% | 91.55%-76.4pp | 1615.79%-1600.6pp | 40.90%-25.7pp |
| Employer contribution / active EE | $994 | $2,264-56.1% | $3,882-74.4% | $2,631-62.2% |
| Participant deferral / active EE | $5,119 | $4,442+15.2% | $6,405-20.1% | $4,212+21.5% |
| Admin fee / account holder | $1,368 | $7,915-82.7% | $9,769-86.0% | $7,344-81.4% |