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 | $38,064 | $183,963-79.3% | $162,163-76.5% | $152,861-75.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 34.08% | 150.76%-116.7pp | 115.59%-81.5pp | 345.32%-311.2pp |
| Employer contribution / active EE | $7,978 | $6,371+25.2% | $5,614+42.1% | $4,762+67.5% |
| Participant deferral / active EE | $13,293 | $8,034+65.5% | $7,298+82.1% | $5,850+127.2% |
| Admin fee / account holder | $5,515 | $13,121-58.0% | $10,843-49.1% | $11,596-52.4% |