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 3-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 | $98,509 | $96,305+2.3% | $80,569+22.3% | $139,434-29.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 1350.08%-1350.1pp | 935.43%-935.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $8,012 | $3,262+145.6% | $2,723+194.2% | $4,751+68.6% |
| Participant deferral / active EE | $18,933 | $5,232+261.9% | $4,447+325.7% | $6,710+182.2% |
| Admin fee / account holder | $999 | $6,599-84.9% | $5,377-81.4% | $11,403-91.2% |