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 | $38,764 | $202,318-80.8% | $172,739-77.6% | $152,861-74.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.32% | 1029.65%-1007.3pp | 802.84%-780.5pp | 345.32%-323.0pp |
| Employer contribution / active EE | $11,680 | $5,856+99.5% | $5,143+127.1% | $4,762+145.3% |
| Participant deferral / active EE | $7,919 | $5,948+33.1% | $5,198+52.4% | $5,850+35.4% |
| Admin fee / account holder | $1,137 | $17,109-93.4% | $13,954-91.8% | $11,596-90.2% |