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 7-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 | $80,256 | $90,600-11.4% | $79,464+1.0% | $135,375-40.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 78.59% | 977.43%-898.8pp | 718.14%-639.5pp | 519.73%-441.1pp |
| Employer contribution / active EE | $21,500 | $3,068+600.8% | $2,800+667.7% | $4,779+349.9% |
| Participant deferral / active EE | $18,250 | $4,050+350.6% | $3,704+392.7% | $5,609+225.4% |
| Admin fee / account holder | $676 | $5,907-88.6% | $5,113-86.8% | $10,827-93.8% |