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 6-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 | $39,796 | $124,185-68.0% | $108,410-63.3% | $167,490-76.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 36.84% | 1379.64%-1342.8pp | 905.27%-868.4pp | 478.56%-441.7pp |
| Employer contribution / active EE | $7,843 | $4,187+87.3% | $3,558+120.4% | $4,837+62.1% |
| Participant deferral / active EE | $10,075 | $6,908+45.8% | $6,563+53.5% | $6,341+58.9% |
| Admin fee / account holder | $532 | $9,455-94.4% | $7,295-92.7% | $12,309-95.7% |