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 | $85,649 | $150,440-43.1% | $136,294-37.2% | $147,584-42.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 29.31% | 1049.08%-1019.8pp | 5155.94%-5126.6pp | 578.55%-549.2pp |
| Employer contribution / active EE | $16,744 | $5,256+218.6% | $4,695+256.6% | $4,876+243.4% |
| Participant deferral / active EE | $6,764 | $6,630+2.0% | $6,247+8.3% | $5,439+24.4% |
| Admin fee / account holder | $433 | $10,905-96.0% | $9,243-95.3% | $10,885-96.0% |