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 | $54,796 | $138,044-60.3% | $125,339-56.3% | $134,475-59.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 66.32% | 750.33%-684.0pp | 572.05%-505.7pp | 417.96%-351.6pp |
| Employer contribution / active EE | $5,876 | $5,243+12.1% | $4,814+22.1% | $4,740+24.0% |
| Participant deferral / active EE | $13,853 | $7,799+77.6% | $7,446+86.0% | $6,400+116.5% |
| Admin fee / account holder | $8,632 | $11,571-25.4% | $10,010-13.8% | $11,426-24.5% |