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 3-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 | $67,260 | $76,738-12.4% | $56,411+19.2% | $145,922-53.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 174.49% | 2994.23%-2819.7pp | 1701.33%-1526.8pp | 561.29%-386.8pp |
| Employer contribution / active EE | $2,927 | $1,380+112.1% | $1,039+181.8% | $4,660-37.2% |
| Participant deferral / active EE | $7,909 | $2,623+201.6% | $1,952+305.2% | $6,688+18.3% |
| Admin fee / account holder | $1,871 | $3,334-43.9% | $2,829-33.9% | $13,397-86.0% |