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 | $42,515 | $202,318-79.0% | $172,739-75.4% | $152,861-72.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 46.82% | 1029.65%-982.8pp | 802.84%-756.0pp | 345.32%-298.5pp |
| Employer contribution / active EE | $5,943 | $5,856+1.5% | $5,143+15.5% | $4,762+24.8% |
| Participant deferral / active EE | $12,620 | $5,948+112.2% | $5,198+142.8% | $5,850+115.7% |
| Admin fee / account holder | $4,841 | $17,109-71.7% | $13,954-65.3% | $11,596-58.3% |