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 | $110,761 | $88,751+24.8% | $81,812+35.4% | $145,922-24.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.48% | 1025.40%-1010.9pp | 773.79%-759.3pp | 561.29%-546.8pp |
| Employer contribution / active EE | $19,321 | $3,083+526.6% | $2,912+563.4% | $4,660+314.6% |
| Participant deferral / active EE | $10,873 | $4,643+134.2% | $4,319+151.8% | $6,688+62.6% |
| Admin fee / account holder | $683 | $8,415-91.9% | $7,386-90.8% | $13,397-94.9% |