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 7-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 | $36,390 | $124,185-70.7% | $108,410-66.4% | $167,490-78.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.62% | 1379.64%-1364.0pp | 905.27%-889.6pp | 478.56%-462.9pp |
| Employer contribution / active EE | $6,830 | $4,187+63.1% | $3,558+91.9% | $4,837+41.2% |
| Participant deferral / active EE | $9,106 | $6,908+31.8% | $6,563+38.7% | $6,341+43.6% |
| Admin fee / account holder | $5,621 | $9,455-40.5% | $7,295-22.9% | $12,309-54.3% |