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 9-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 | $115,312 | $150,440-23.4% | $136,294-15.4% | $147,584-21.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 24.04% | 1049.08%-1025.0pp | 5155.94%-5131.9pp | 578.55%-554.5pp |
| Employer contribution / active EE | $9,804 | $5,256+86.5% | $4,695+108.8% | $4,876+101.1% |
| Participant deferral / active EE | $22,100 | $6,630+233.3% | $6,247+253.8% | $5,439+306.3% |
| Admin fee / account holder | $534 | $10,905-95.1% | $9,243-94.2% | $10,885-95.1% |