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 | $43,384 | $202,318-78.6% | $172,739-74.9% | $152,861-71.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.19% | 1029.65%-1008.5pp | 802.84%-781.6pp | 345.32%-324.1pp |
| Employer contribution / active EE | $2,877 | $5,856-50.9% | $5,143-44.1% | $4,762-39.6% |
| Participant deferral / active EE | $6,651 | $5,948+11.8% | $5,198+28.0% | $5,850+13.7% |
| Admin fee / account holder | $612 | $17,109-96.4% | $13,954-95.6% | $11,596-94.7% |