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 | $39,177 | $96,305-59.3% | $80,569-51.4% | $139,434-71.9% |
| Participation rate | 90.9% | 73.6%+17.3pp | 67.0%+23.9pp | 80.3%+10.6pp |
| Annual return | 86.50% | 1350.08%-1263.6pp | 935.43%-848.9pp | 372.94%-286.4pp |
| Employer contribution / active EE | $15,511 | $3,262+375.5% | $2,723+469.5% | $4,751+226.5% |
| Participant deferral / active EE | $11,230 | $5,232+114.6% | $4,447+152.5% | $6,710+67.4% |
| Admin fee / account holder | $178,760 | $6,599+2609.1% | $5,377+3224.4% | $11,403+1467.7% |