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 | $24,943 | $157,256-84.1% | $141,162-82.3% | $152,861-83.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 47.84% | 64.32%-16.5pp | 71.39%-23.5pp | 345.32%-297.5pp |
| Employer contribution / active EE | $11,723 | $5,261+122.8% | $4,735+147.6% | $4,762+146.2% |
| Participant deferral / active EE | $25,724 | $7,109+261.8% | $6,709+283.4% | $5,850+339.7% |
| Admin fee / account holder | $481 | $12,120-96.0% | $10,261-95.3% | $11,596-95.9% |