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 | $39,965 | $183,963-78.3% | $162,163-75.4% | $152,861-73.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.18% | 150.76%-127.6pp | 115.59%-92.4pp | 345.32%-322.1pp |
| Employer contribution / active EE | $7,985 | $6,371+25.3% | $5,614+42.2% | $4,762+67.7% |
| Participant deferral / active EE | $6,255 | $8,034-22.1% | $7,298-14.3% | $5,850+6.9% |
| Admin fee / account holder | $9,084 | $13,121-30.8% | $10,843-16.2% | $11,596-21.7% |