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 4-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 | $24,147 | $175,202-86.2% | $149,673-83.9% | $139,434-82.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.88% | 166.71%-152.8pp | 134.42%-120.5pp | 372.94%-359.1pp |
| Employer contribution / active EE | $10,833 | $5,474+97.9% | $4,818+124.9% | $4,751+128.0% |
| Participant deferral / active EE | $5,807 | $6,519-10.9% | $5,680+2.2% | $6,710-13.5% |
| Admin fee / account holder | $606 | $16,150-96.2% | $13,210-95.4% | $11,403-94.7% |