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 9-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 | $59,360 | $115,770-48.7% | $101,248-41.4% | $158,922-62.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 21.80% | 56.14%-34.3pp | 46.47%-24.7pp | 302.83%-281.0pp |
| Employer contribution / active EE | $14,242 | $4,175+241.2% | $3,660+289.2% | $4,761+199.1% |
| Participant deferral / active EE | $1,740 | $4,957-64.9% | $4,370-60.2% | $5,982-70.9% |
| Admin fee / account holder | $479 | $7,245-93.4% | $5,945-91.9% | $11,246-95.7% |