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 6-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 | $29,157 | $138,044-78.9% | $125,339-76.7% | $134,475-78.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 34.94% | 750.33%-715.4pp | 572.05%-537.1pp | 417.96%-383.0pp |
| Employer contribution / active EE | $2,620 | $5,243-50.0% | $4,814-45.6% | $4,740-44.7% |
| Participant deferral / active EE | $9,325 | $7,799+19.6% | $7,446+25.2% | $6,400+45.7% |
| Admin fee / account holder | $311 | $11,571-97.3% | $10,010-96.9% | $11,426-97.3% |