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 6-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 | $74,541 | $70,756+5.3% | $65,493+13.8% | $142,382-47.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 21.69% | 1754.89%-1733.2pp | 982.45%-960.8pp | 217.08%-195.4pp |
| Employer contribution / active EE | $5,239 | $2,881+81.9% | $2,574+103.5% | $4,299+21.9% |
| Participant deferral / active EE | $12,872 | $4,637+177.6% | $3,961+225.0% | $6,507+97.8% |
| Admin fee / account holder | $405 | $6,559-93.8% | $5,028-91.9% | $12,624-96.8% |