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 | $26,664 | $99,020-73.1% | $86,590-69.2% | $147,584-81.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 159.80% | 1312.34%-1152.5pp | 964.84%-805.0pp | 578.55%-418.7pp |
| Employer contribution / active EE | $8,838 | $3,132+182.2% | $2,839+211.3% | $4,876+81.2% |
| Participant deferral / active EE | $1,977 | $3,972-50.2% | $3,609-45.2% | $5,439-63.6% |
| Admin fee / account holder | $30,110 | $5,710+427.3% | $4,906+513.8% | $10,885+176.6% |