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 | $64,154 | $176,056-63.6% | $159,436-59.8% | $167,490-61.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 62.71% | 331.75%-269.0pp | 263.57%-200.9pp | 478.56%-415.9pp |
| Employer contribution / active EE | $3,857 | $5,297-27.2% | $4,829-20.1% | $4,837-20.3% |
| Participant deferral / active EE | $10,048 | $7,750+29.6% | $7,352+36.7% | $6,341+58.4% |
| Admin fee / account holder | $42,979 | $12,554+242.4% | $10,799+298.0% | $12,309+249.2% |