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 | $152,920 | $96,305+58.8% | $80,569+89.8% | $139,434+9.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 36.51% | 1350.08%-1313.6pp | 935.43%-898.9pp | 372.94%-336.4pp |
| Employer contribution / active EE | $2,420 | $3,262-25.8% | $2,723-11.2% | $4,751-49.1% |
| Participant deferral / active EE | $8,034 | $5,232+53.6% | $4,447+80.6% | $6,710+19.7% |
| Admin fee / account holder | $6,234 | $6,599-5.5% | $5,377+15.9% | $11,403-45.3% |