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 | $124,245 | $159,901-22.3% | $146,958-15.5% | $145,922-14.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 49.10% | 98.13%-49.0pp | 418.34%-369.2pp | 561.29%-512.2pp |
| Employer contribution / active EE | $16,316 | $5,286+208.7% | $4,933+230.8% | $4,660+250.2% |
| Participant deferral / active EE | $11,753 | $8,428+39.5% | $8,070+45.6% | $6,688+75.7% |
| Admin fee / account holder | $2,273 | $15,044-84.9% | $12,998-82.5% | $13,397-83.0% |