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 3-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 | $6,875 | $88,751-92.3% | $81,812-91.6% | $145,922-95.3% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 60.99% | 1025.40%-964.4pp | 773.79%-712.8pp | 561.29%-500.3pp |
| Employer contribution / active EE | $3,043 | $3,083-1.3% | $2,912+4.5% | $4,660-34.7% |
| Participant deferral / active EE | $4,271 | $4,643-8.0% | $4,319-1.1% | $6,688-36.1% |
| Admin fee / account holder | $1,088 | $8,415-87.1% | $7,386-85.3% | $13,397-91.9% |