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 6-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 | $37,459 | $156,846-76.1% | $121,098-69.1% | $139,434-73.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 50.00% | 1474.56%-1424.6pp | 985.75%-935.8pp | 372.94%-322.9pp |
| Employer contribution / active EE | $2,672 | $5,536-51.7% | $4,164-35.8% | $4,751-43.8% |
| Participant deferral / active EE | $6,429 | $4,844+32.7% | $4,080+57.6% | $6,710-4.2% |
| Admin fee / account holder | $1,405 | $6,946-79.8% | $5,644-75.1% | $11,403-87.7% |