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 | $63,384 | $180,449-64.9% | $154,107-58.9% | $135,375-53.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 209.20% | 888.09%-678.9pp | 735.12%-525.9pp | 519.73%-310.5pp |
| Employer contribution / active EE | $6,811 | $6,035+12.9% | $5,298+28.6% | $4,779+42.5% |
| Participant deferral / active EE | $4,776 | $5,806-17.7% | $5,081-6.0% | $5,609-14.9% |
| Admin fee / account holder | $676 | $16,143-95.8% | $13,411-95.0% | $10,827-93.8% |