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 10-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 | $115,614 | $70,756+63.4% | $65,493+76.5% | $142,382-18.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 98.50% | 1754.89%-1656.4pp | 982.45%-883.9pp | 217.08%-118.6pp |
| Employer contribution / active EE | $1,173 | $2,881-59.3% | $2,574-54.4% | $4,299-72.7% |
| Participant deferral / active EE | $7,046 | $4,637+51.9% | $3,961+77.9% | $6,507+8.3% |
| Admin fee / account holder | $47,874 | $6,559+629.9% | $5,028+852.1% | $12,624+279.2% |