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 9-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 | $64,895 | $159,901-59.4% | $146,958-55.8% | $145,922-55.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 59.02% | 98.13%-39.1pp | 418.34%-359.3pp | 561.29%-502.3pp |
| Employer contribution / active EE | $6,396 | $5,286+21.0% | $4,933+29.7% | $4,660+37.3% |
| Participant deferral / active EE | $0 | $8,428-100.0% | $8,070-100.0% | $6,688-100.0% |
| Admin fee / account holder | $65,928 | $15,044+338.2% | $12,998+407.2% | $13,397+392.1% |