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 | $97,786 | $102,604-4.7% | $86,188+13.5% | $139,434-29.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 14.44% | 1922.51%-1908.1pp | 1168.45%-1154.0pp | 372.94%-358.5pp |
| Employer contribution / active EE | $6,414 | $3,032+111.5% | $2,380+169.5% | $4,751+35.0% |
| Participant deferral / active EE | $5,967 | $4,676+27.6% | $3,985+49.7% | $6,710-11.1% |
| Admin fee / account holder | $1,706 | $8,657-80.3% | $6,852-75.1% | $11,403-85.0% |