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 8-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 | $13,639 | $109,817-87.6% | $98,442-86.1% | $167,490-91.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 39.44% | 1956.69%-1917.3pp | 1492.73%-1453.3pp | 478.56%-439.1pp |
| Employer contribution / active EE | $1,792 | $3,224-44.4% | $2,960-39.5% | $4,837-63.0% |
| Participant deferral / active EE | $3,546 | $4,673-24.1% | $4,276-17.1% | $6,341-44.1% |
| Admin fee / account holder | $1,721 | $6,753-74.5% | $5,949-71.1% | $12,309-86.0% |