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 | $50,068 | $158,398-68.4% | $126,539-60.4% | $142,382-64.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 11.64% | 593.76%-582.1pp | 425.95%-414.3pp | 217.08%-205.4pp |
| Employer contribution / active EE | $7,947 | $4,650+70.9% | $3,674+116.3% | $4,299+84.9% |
| Participant deferral / active EE | $8,533 | $4,767+79.0% | $4,083+109.0% | $6,507+31.1% |
| Admin fee / account holder | $29,214 | $6,918+322.3% | $6,065+381.7% | $12,624+131.4% |