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 | $35,645 | $202,318-82.4% | $172,739-79.4% | $152,861-76.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 14.67% | 1029.65%-1015.0pp | 802.84%-788.2pp | 345.32%-330.6pp |
| Employer contribution / active EE | $3,750 | $5,856-36.0% | $5,143-27.1% | $4,762-21.3% |
| Participant deferral / active EE | $3,515 | $5,948-40.9% | $5,198-32.4% | $5,850-39.9% |
| Admin fee / account holder | $63,676 | $17,109+272.2% | $13,954+356.3% | $11,596+449.1% |