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 | $85,846 | $70,756+21.3% | $65,493+31.1% | $142,382-39.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 33.27% | 1754.89%-1721.6pp | 982.45%-949.2pp | 217.08%-183.8pp |
| Employer contribution / active EE | $13,454 | $2,881+367.0% | $2,574+422.6% | $4,299+212.9% |
| Participant deferral / active EE | $1,621 | $4,637-65.0% | $3,961-59.1% | $6,507-75.1% |
| Admin fee / account holder | $3,754 | $6,559-42.8% | $5,028-25.3% | $12,624-70.3% |