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 | $129,285 | $209,832-38.4% | $189,513-31.8% | $167,490-22.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 62.99% | 748.27%-685.3pp | 555.15%-492.2pp | 478.56%-415.6pp |
| Employer contribution / active EE | $8,225 | $6,914+19.0% | $6,162+33.5% | $4,837+70.0% |
| Participant deferral / active EE | $8,768 | $8,935-1.9% | $8,221+6.7% | $6,341+38.3% |
| Admin fee / account holder | $71,923 | $14,293+403.2% | $12,045+497.1% | $12,309+484.3% |