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 10-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 | $39,453 | $202,318-80.5% | $172,739-77.2% | $152,861-74.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 30.11% | 1029.65%-999.5pp | 802.84%-772.7pp | 345.32%-315.2pp |
| Employer contribution / active EE | $3,145 | $5,856-46.3% | $5,143-38.8% | $4,762-34.0% |
| Participant deferral / active EE | $13,594 | $5,948+128.6% | $5,198+161.5% | $5,850+132.4% |
| Admin fee / account holder | $331 | $17,109-98.1% | $13,954-97.6% | $11,596-97.1% |