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 | $80,889 | $97,757-17.3% | $83,848-3.5% | $135,375-40.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 44.57% | 1287.37%-1242.8pp | 850.88%-806.3pp | 519.73%-475.2pp |
| Employer contribution / active EE | $4,635 | $4,222+9.8% | $3,631+27.7% | $4,779-3.0% |
| Participant deferral / active EE | $5,873 | $4,682+25.4% | $4,082+43.9% | $5,609+4.7% |
| Admin fee / account holder | $2,631 | $6,674-60.6% | $5,478-52.0% | $10,827-75.7% |