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 8-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 | $46,157 | $202,318-77.2% | $172,739-73.3% | $152,861-69.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 30.18% | 1029.65%-999.5pp | 802.84%-772.7pp | 345.32%-315.1pp |
| Employer contribution / active EE | $20,178 | $5,856+244.6% | $5,143+292.3% | $4,762+323.7% |
| Participant deferral / active EE | $13,046 | $5,948+119.3% | $5,198+151.0% | $5,850+123.0% |
| Admin fee / account holder | $607 | $17,109-96.5% | $13,954-95.6% | $11,596-94.8% |