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 7-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 | $225,997 | $155,788+45.1% | $124,672+81.3% | $167,490+34.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 84.06% | 17.97%+66.1pp | 5142.93%-5058.9pp | 478.56%-394.5pp |
| Employer contribution / active EE | $4,189 | $4,163+0.6% | $3,324+26.0% | $4,837-13.4% |
| Participant deferral / active EE | $15,040 | $5,673+165.1% | $4,614+225.9% | $6,341+137.2% |
| Admin fee / account holder | $6,180 | $9,531-35.2% | $7,493-17.5% | $12,309-49.8% |