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 8-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 | $109,155 | $114,047-4.3% | $96,139+13.5% | $167,490-34.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 72.44% | 189.88%-117.4pp | 191.94%-119.5pp | 478.56%-406.1pp |
| Employer contribution / active EE | $16,675 | $3,427+386.6% | $2,797+496.2% | $4,837+244.7% |
| Participant deferral / active EE | $7,261 | $5,194+39.8% | $4,349+67.0% | $6,341+14.5% |
| Admin fee / account holder | $44,804 | $6,897+549.6% | $5,537+709.2% | $12,309+264.0% |