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 | $124,123 | $150,440-17.5% | $136,294-8.9% | $147,584-15.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.47% | 1049.08%-1026.6pp | 5155.94%-5133.5pp | 578.55%-556.1pp |
| Employer contribution / active EE | $2,704 | $5,256-48.6% | $4,695-42.4% | $4,876-44.6% |
| Participant deferral / active EE | $10,259 | $6,630+54.7% | $6,247+64.2% | $5,439+88.6% |
| Admin fee / account holder | $760 | $10,905-93.0% | $9,243-91.8% | $10,885-93.0% |