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 | $64,960 | $150,440-56.8% | $136,294-52.3% | $147,584-56.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.98% | 1049.08%-1027.1pp | 5155.94%-5134.0pp | 578.55%-556.6pp |
| Employer contribution / active EE | $3,229 | $5,256-38.6% | $4,695-31.2% | $4,876-33.8% |
| Participant deferral / active EE | $16,149 | $6,630+143.6% | $6,247+158.5% | $5,439+196.9% |
| Admin fee / account holder | $640 | $10,905-94.1% | $9,243-93.1% | $10,885-94.1% |