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 9-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 | $59,872 | $210,648-71.6% | $177,989-66.4% | $145,922-59.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 84.86% | 385.86%-301.0pp | 294.48%-209.6pp | 561.29%-476.4pp |
| Employer contribution / active EE | $4,533 | $4,565-0.7% | $3,949+14.8% | $4,660-2.7% |
| Participant deferral / active EE | $20,333 | $6,958+192.2% | $6,276+224.0% | $6,688+204.0% |
| Admin fee / account holder | $171,970 | $12,013+1331.6% | $10,363+1559.4% | $13,397+1183.6% |