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 | $54,948 | $124,185-55.8% | $108,410-49.3% | $167,490-67.2% |
| Participation rate | 95.7% | 82.3%+13.4pp | 80.1%+15.5pp | 82.1%+13.5pp |
| Annual return | 66.07% | 1379.64%-1313.6pp | 905.27%-839.2pp | 478.56%-412.5pp |
| Employer contribution / active EE | $3,825 | $4,187-8.6% | $3,558+7.5% | $4,837-20.9% |
| Participant deferral / active EE | $7,699 | $6,908+11.5% | $6,563+17.3% | $6,341+21.4% |
| Admin fee / account holder | $813 | $9,455-91.4% | $7,295-88.9% | $12,309-93.4% |