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 | $89,989 | $180,449-50.1% | $154,107-41.6% | $135,375-33.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 19.48% | 888.09%-868.6pp | 735.12%-715.6pp | 519.73%-500.3pp |
| Employer contribution / active EE | $15,821 | $6,035+162.2% | $5,298+198.7% | $4,779+231.1% |
| Participant deferral / active EE | $7,900 | $5,806+36.1% | $5,081+55.5% | $5,609+40.9% |
| Admin fee / account holder | $443 | $16,143-97.3% | $13,411-96.7% | $10,827-95.9% |