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 | $77,091 | $60,124+28.2% | $90,404-14.7% | $79,858-3.5% |
| Participation rate | 96.9% | 65.0%+31.9pp | 72.7%+24.2pp | 69.6%+27.2pp |
| Annual return | 247.55% | 71.94%+175.6pp | 1293.02%-1045.5pp | 31.71%+215.8pp |
| Employer contribution / active EE | $5,222 | $2,068+152.5% | $3,262+60.1% | $2,471+111.3% |
| Participant deferral / active EE | $1,845 | $2,938-37.2% | $3,963-53.5% | $3,740-50.7% |
| Admin fee / account holder | $10,937 | $3,976+175.0% | $5,611+94.9% | $5,306+106.1% |