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 | $232,555 | $88,751+162.0% | $81,812+184.3% | $145,922+59.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 114.20% | 1025.40%-911.2pp | 773.79%-659.6pp | 561.29%-447.1pp |
| Employer contribution / active EE | $2,862 | $3,083-7.2% | $2,912-1.7% | $4,660-38.6% |
| Participant deferral / active EE | $8,071 | $4,643+73.8% | $4,319+86.9% | $6,688+20.7% |
| Admin fee / account holder | $1,877 | $8,415-77.7% | $7,386-74.6% | $13,397-86.0% |