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 | $54,697 | $150,440-63.6% | $136,294-59.9% | $147,584-62.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.84% | 1049.08%-1027.2pp | 5155.94%-5134.1pp | 578.55%-556.7pp |
| Employer contribution / active EE | $5,845 | $5,256+11.2% | $4,695+24.5% | $4,876+19.9% |
| Participant deferral / active EE | $9,532 | $6,630+43.8% | $6,247+52.6% | $5,439+75.3% |
| Admin fee / account holder | $972 | $10,905-91.1% | $9,243-89.5% | $10,885-91.1% |