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 | $49,575 | $88,751-44.1% | $81,812-39.4% | $145,922-66.0% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 29.62% | 1025.40%-995.8pp | 773.79%-744.2pp | 561.29%-531.7pp |
| Employer contribution / active EE | $3,148 | $3,083+2.1% | $2,912+8.1% | $4,660-32.4% |
| Participant deferral / active EE | $9,122 | $4,643+96.5% | $4,319+111.2% | $6,688+36.4% |
| Admin fee / account holder | $20,082 | $8,415+138.6% | $7,386+171.9% | $13,397+49.9% |