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 | $60,922 | $127,065-52.1% | $113,168-46.2% | $142,382-57.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 97.51% | 24.03%+73.5pp | 24.27%+73.2pp | 217.08%-119.6pp |
| Employer contribution / active EE | $5,040 | $3,442+46.4% | $2,975+69.4% | $4,299+17.2% |
| Participant deferral / active EE | $5,040 | $5,716-11.8% | $5,107-1.3% | $6,507-22.5% |
| Admin fee / account holder | $86,517 | $15,736+449.8% | $12,068+616.9% | $12,624+585.4% |