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 | $34,749 | $202,318-82.8% | $172,739-79.9% | $152,861-77.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.37% | 1029.65%-1010.3pp | 802.84%-783.5pp | 345.32%-325.9pp |
| Employer contribution / active EE | $8,625 | $5,856+47.3% | $5,143+67.7% | $4,762+81.1% |
| Participant deferral / active EE | $5,123 | $5,948-13.9% | $5,198-1.4% | $5,850-12.4% |
| Admin fee / account holder | $466 | $17,109-97.3% | $13,954-96.7% | $11,596-96.0% |