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 | $20,164 | $88,751-77.3% | $81,812-75.4% | $145,922-86.2% |
| Participation rate | 82.4% | 75.0%+7.3pp | 72.3%+10.0pp | 80.3%+2.1pp |
| Annual return | 61.79% | 1025.40%-963.6pp | 773.79%-712.0pp | 561.29%-499.5pp |
| Employer contribution / active EE | $4,150 | $3,083+34.6% | $2,912+42.5% | $4,660-10.9% |
| Participant deferral / active EE | $8,182 | $4,643+76.2% | $4,319+89.5% | $6,688+22.3% |
| Admin fee / account holder | $863 | $8,415-89.8% | $7,386-88.3% | $13,397-93.6% |