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 | $35,998 | $150,440-76.1% | $136,294-73.6% | $147,584-75.6% |
| Participation rate | 84.6% | 84.4%+0.2pp | 81.9%+2.7pp | 82.8%+1.8pp |
| Annual return | 153.70% | 1049.08%-895.4pp | 5155.94%-5002.2pp | 578.55%-424.8pp |
| Employer contribution / active EE | $1,308 | $5,256-75.1% | $4,695-72.2% | $4,876-73.2% |
| Participant deferral / active EE | $2,685 | $6,630-59.5% | $6,247-57.0% | $5,439-50.6% |
| Admin fee / account holder | $990 | $10,905-90.9% | $9,243-89.3% | $10,885-90.9% |