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 | $20,622 | $100,852-79.6% | $90,404-77.2% | $158,922-87.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 37.94% | 1724.20%-1686.3pp | 1293.02%-1255.1pp | 302.83%-264.9pp |
| Employer contribution / active EE | $1,427 | $3,689-61.3% | $3,262-56.2% | $4,761-70.0% |
| Participant deferral / active EE | $5,549 | $4,348+27.6% | $3,963+40.0% | $5,982-7.2% |
| Admin fee / account holder | $1,220 | $6,501-81.2% | $5,611-78.3% | $11,246-89.2% |