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 | $79,996 | $202,318-60.5% | $172,739-53.7% | $152,861-47.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 123.67% | 1029.65%-906.0pp | 802.84%-679.2pp | 345.32%-221.6pp |
| Employer contribution / active EE | $8,811 | $5,856+50.5% | $5,143+71.3% | $4,762+85.0% |
| Participant deferral / active EE | $3,622 | $5,948-39.1% | $5,198-30.3% | $5,850-38.1% |
| Admin fee / account holder | $979 | $17,109-94.3% | $13,954-93.0% | $11,596-91.6% |