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 7-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 | $54,904 | $100,852-45.6% | $90,404-39.3% | $158,922-65.5% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 51.46% | 1724.20%-1672.7pp | 1293.02%-1241.6pp | 302.83%-251.4pp |
| Employer contribution / active EE | $15,187 | $3,689+311.7% | $3,262+365.6% | $4,761+219.0% |
| Participant deferral / active EE | $10,640 | $4,348+144.7% | $3,963+168.5% | $5,982+77.9% |
| Admin fee / account holder | $445 | $6,501-93.2% | $5,611-92.1% | $11,246-96.0% |