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 | $69,035 | $70,756-2.4% | $65,493+5.4% | $142,382-51.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 70.18% | 1754.89%-1684.7pp | 982.45%-912.3pp | 217.08%-146.9pp |
| Employer contribution / active EE | $7,434 | $2,881+158.1% | $2,574+188.8% | $4,299+72.9% |
| Participant deferral / active EE | $4,401 | $4,637-5.1% | $3,961+11.1% | $6,507-32.4% |
| Admin fee / account holder | $1,053 | $6,559-84.0% | $5,028-79.1% | $12,624-91.7% |