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 8-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 | $80,974 | $70,756+14.4% | $65,493+23.6% | $142,382-43.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 22.14% | 1754.89%-1732.8pp | 982.45%-960.3pp | 217.08%-194.9pp |
| Employer contribution / active EE | $5,137 | $2,881+78.3% | $2,574+99.6% | $4,299+19.5% |
| Participant deferral / active EE | $3,077 | $4,637-33.7% | $3,961-22.3% | $6,507-52.7% |
| Admin fee / account holder | $3,137 | $6,559-52.2% | $5,028-37.6% | $12,624-75.2% |