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 | $86,818 | $171,865-49.5% | $149,718-42.0% | $147,584-41.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.22% | 2113.22%-2101.0pp | 1501.63%-1489.4pp | 578.55%-566.3pp |
| Employer contribution / active EE | $1,909 | $6,275-69.6% | $5,445-64.9% | $4,876-60.9% |
| Participant deferral / active EE | $12,383 | $7,271+70.3% | $6,569+88.5% | $5,439+127.7% |
| Admin fee / account holder | $4,536 | $13,799-67.1% | $11,283-59.8% | $10,885-58.3% |