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 9-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 | $60,462 | $99,020-38.9% | $86,590-30.2% | $147,584-59.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 4250.45% | 1312.34%+2938.1pp | 964.84%+3285.6pp | 578.55%+3671.9pp |
| Employer contribution / active EE | $1,255 | $3,132-59.9% | $2,839-55.8% | $4,876-74.3% |
| Participant deferral / active EE | $3,247 | $3,972-18.2% | $3,609-10.0% | $5,439-40.3% |
| Admin fee / account holder | $27,168 | $5,710+375.8% | $4,906+453.8% | $10,885+149.6% |