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 | $35,681 | $202,318-82.4% | $172,739-79.3% | $152,861-76.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.30% | 1029.65%-1004.3pp | 802.84%-777.5pp | 345.32%-320.0pp |
| Employer contribution / active EE | $5,730 | $5,856-2.2% | $5,143+11.4% | $4,762+20.3% |
| Participant deferral / active EE | $3,350 | $5,948-43.7% | $5,198-35.6% | $5,850-42.7% |
| Admin fee / account holder | $1,279 | $17,109-92.5% | $13,954-90.8% | $11,596-89.0% |