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 | $15,277 | $100,852-84.9% | $90,404-83.1% | $158,922-90.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 43.56% | 1724.20%-1680.6pp | 1293.02%-1249.5pp | 302.83%-259.3pp |
| Employer contribution / active EE | $734 | $3,689-80.1% | $3,262-77.5% | $4,761-84.6% |
| Participant deferral / active EE | $5,883 | $4,348+35.3% | $3,963+48.4% | $5,982-1.7% |
| Admin fee / account holder | $522 | $6,501-92.0% | $5,611-90.7% | $11,246-95.4% |