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 9-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 | $91,567 | $109,817-16.6% | $98,442-7.0% | $167,490-45.3% |
| Participation rate | 82.6% | 75.8%+6.8pp | 73.3%+9.3pp | 82.1%+0.5pp |
| Annual return | 50.46% | 1956.69%-1906.2pp | 1492.73%-1442.3pp | 478.56%-428.1pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,874 | $4,673+25.7% | $4,276+37.4% | $6,341-7.4% |
| Admin fee / account holder | $15,379 | $6,753+127.7% | $5,949+158.5% | $12,309+24.9% |