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 4-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 | $107,000 | $58,694+82.3% | $142,863-25.1% | $85,850+24.6% |
| Participation rate | 98.5% | 58.5%+40.0pp | 71.9%+26.6pp | 69.3%+29.2pp |
| Annual return | 787.72% | 27.72%+760.0pp | 5637.54%-4849.8pp | 318.53%+469.2pp |
| Employer contribution / active EE | $8,047 | $1,423+465.7% | $4,144+94.2% | $2,565+213.7% |
| Participant deferral / active EE | $0 | $2,607-100.0% | $3,837-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,290 | $4,239-69.6% | $6,560-80.3% | $6,260-79.4% |