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 5-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 | $65,872 | $138,044-52.3% | $125,339-47.4% | $134,475-51.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 308.69% | 750.33%-441.6pp | 572.05%-263.4pp | 417.96%-109.3pp |
| Employer contribution / active EE | $4,823 | $5,243-8.0% | $4,814+0.2% | $4,740+1.8% |
| Participant deferral / active EE | $0 | $7,799-100.0% | $7,446-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,513 | $11,571-86.9% | $10,010-84.9% | $11,426-86.8% |