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 | $48,409 | $88,751-45.5% | $81,812-40.8% | $145,922-66.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 37.47% | 1025.40%-987.9pp | 773.79%-736.3pp | 561.29%-523.8pp |
| Employer contribution / active EE | $3,963 | $3,083+28.5% | $2,912+36.1% | $4,660-14.9% |
| Participant deferral / active EE | $11,392 | $4,643+145.3% | $4,319+163.8% | $6,688+70.3% |
| Admin fee / account holder | $13,106 | $8,415+55.7% | $7,386+77.4% | $13,397-2.2% |