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 8-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 | $42,552 | $202,318-79.0% | $172,739-75.4% | $152,861-72.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 28.54% | 1029.65%-1001.1pp | 802.84%-774.3pp | 345.32%-316.8pp |
| Employer contribution / active EE | $8,495 | $5,856+45.1% | $5,143+65.2% | $4,762+78.4% |
| Participant deferral / active EE | $6,756 | $5,948+13.6% | $5,198+30.0% | $5,850+15.5% |
| Admin fee / account holder | $593 | $17,109-96.5% | $13,954-95.7% | $11,596-94.9% |