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 | $34,864 | $202,318-82.8% | $172,739-79.8% | $152,861-77.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 14.69% | 1029.65%-1015.0pp | 802.84%-788.1pp | 345.32%-330.6pp |
| Employer contribution / active EE | $7,500 | $5,856+28.1% | $5,143+45.8% | $4,762+57.5% |
| Participant deferral / active EE | $5,709 | $5,948-4.0% | $5,198+9.8% | $5,850-2.4% |
| Admin fee / account holder | $578 | $17,109-96.6% | $13,954-95.9% | $11,596-95.0% |