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 | $31,272 | $102,966-69.6% | $90,281-65.4% | $152,861-79.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 308.56% | 95.16%+213.4pp | 78.10%+230.5pp | 345.32%-36.8pp |
| Employer contribution / active EE | $4,672 | $3,139+48.9% | $2,854+63.7% | $4,762-1.9% |
| Participant deferral / active EE | $1,528 | $4,281-64.3% | $3,885-60.7% | $5,850-73.9% |
| Admin fee / account holder | $771 | $6,171-87.5% | $5,351-85.6% | $11,596-93.3% |