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 | $22,605 | $115,770-80.5% | $101,248-77.7% | $158,922-85.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.92% | 56.14%-40.2pp | 46.47%-30.6pp | 302.83%-286.9pp |
| Employer contribution / active EE | $1,375 | $4,175-67.1% | $3,660-62.4% | $4,761-71.1% |
| Participant deferral / active EE | $7,177 | $4,957+44.8% | $4,370+64.2% | $5,982+20.0% |
| Admin fee / account holder | $937 | $7,245-87.1% | $5,945-84.2% | $11,246-91.7% |