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 7-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 | $44,547 | $159,901-72.1% | $146,958-69.7% | $145,922-69.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 43.89% | 98.13%-54.2pp | 418.34%-374.4pp | 561.29%-517.4pp |
| Employer contribution / active EE | $4,745 | $5,286-10.2% | $4,933-3.8% | $4,660+1.8% |
| Participant deferral / active EE | $7,928 | $8,428-5.9% | $8,070-1.8% | $6,688+18.6% |
| Admin fee / account holder | $13,979 | $15,044-7.1% | $12,998+7.5% | $13,397+4.3% |