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 10-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 | $96,473 | $138,044-30.1% | $125,339-23.0% | $134,475-28.3% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | 48.64% | 750.33%-701.7pp | 572.05%-523.4pp | 417.96%-369.3pp |
| Employer contribution / active EE | $14,601 | $5,243+178.5% | $4,814+203.3% | $4,740+208.1% |
| Participant deferral / active EE | $7,801 | $7,7990% | $7,446+4.8% | $6,400+21.9% |
| Admin fee / account holder | $841 | $11,571-92.7% | $10,010-91.6% | $11,426-92.6% |