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 7-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 | $24,611 | $156,846-84.3% | $121,098-79.7% | $139,434-82.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 15.64% | 1474.56%-1458.9pp | 985.75%-970.1pp | 372.94%-357.3pp |
| Employer contribution / active EE | $2,372 | $5,536-57.2% | $4,164-43.0% | $4,751-50.1% |
| Participant deferral / active EE | $15,898 | $4,844+228.2% | $4,080+289.7% | $6,710+136.9% |
| Admin fee / account holder | $1,730 | $6,946-75.1% | $5,644-69.4% | $11,403-84.8% |