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 5-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 | $124,998 | $171,865-27.3% | $149,718-16.5% | $147,584-15.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 36.77% | 2113.22%-2076.4pp | 1501.63%-1464.9pp | 578.55%-541.8pp |
| Employer contribution / active EE | $30,678 | $6,275+388.9% | $5,445+463.4% | $4,876+529.1% |
| Participant deferral / active EE | $12,689 | $7,271+74.5% | $6,569+93.2% | $5,439+133.3% |
| Admin fee / account holder | $17,500 | $13,799+26.8% | $11,283+55.1% | $10,885+60.8% |