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 | $121,382 | $150,440-19.3% | $136,294-10.9% | $147,584-17.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.50% | 1049.08%-1036.6pp | 5155.94%-5143.4pp | 578.55%-566.0pp |
| Employer contribution / active EE | $7,469 | $5,256+42.1% | $4,695+59.1% | $4,876+53.2% |
| Participant deferral / active EE | $13,414 | $6,630+102.3% | $6,247+114.7% | $5,439+146.6% |
| Admin fee / account holder | $315 | $10,905-97.1% | $9,243-96.6% | $10,885-97.1% |