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 10-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 | $84,915 | $180,449-52.9% | $154,107-44.9% | $135,375-37.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 92.08% | 888.09%-796.0pp | 735.12%-643.0pp | 519.73%-427.7pp |
| Employer contribution / active EE | $6,062 | $6,035+0.5% | $5,298+14.4% | $4,779+26.9% |
| Participant deferral / active EE | $5,154 | $5,806-11.2% | $5,081+1.4% | $5,609-8.1% |
| Admin fee / account holder | $6,744 | $16,143-58.2% | $13,411-49.7% | $10,827-37.7% |