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 | $86,959 | $102,317-15.0% | $146,958-40.8% | $80,856+7.5% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.2%-2.2pp | 67.6%+12.4pp |
| Annual return | 145.99% | 134.76%+11.2pp | 418.34%-272.4pp | 35.59%+110.4pp |
| Employer contribution / active EE | $8,374 | $3,713+125.5% | $4,933+69.8% | $2,755+204.0% |
| Participant deferral / active EE | $13,840 | $6,644+108.3% | $8,070+71.5% | $4,296+222.2% |
| Admin fee / account holder | $6,918 | $7,941-12.9% | $12,998-46.8% | $6,9180% |