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 | $68,497 | $198,466-65.5% | $170,442-59.8% | $147,584-53.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 131.63% | 257.29%-125.7pp | 205.93%-74.3pp | 578.55%-446.9pp |
| Employer contribution / active EE | $6,103 | $6,184-1.3% | $5,433+12.3% | $4,876+25.1% |
| Participant deferral / active EE | $9,484 | $5,629+68.5% | $4,939+92.0% | $5,439+74.4% |
| Admin fee / account holder | $418 | $16,852-97.5% | $13,880-97.0% | $10,885-96.2% |