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 | $38,952 | $180,449-78.4% | $154,107-74.7% | $135,375-71.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 123.44% | 888.09%-764.7pp | 735.12%-611.7pp | 519.73%-396.3pp |
| Employer contribution / active EE | $4,805 | $6,035-20.4% | $5,298-9.3% | $4,779+0.5% |
| Participant deferral / active EE | $3,318 | $5,806-42.9% | $5,081-34.7% | $5,609-40.9% |
| Admin fee / account holder | $912 | $16,143-94.4% | $13,411-93.2% | $10,827-91.6% |