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 | $87,976 | $150,440-41.5% | $136,294-35.5% | $147,584-40.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.68% | 1049.08%-1035.4pp | 5155.94%-5142.3pp | 578.55%-564.9pp |
| Employer contribution / active EE | $14,815 | $5,256+181.9% | $4,695+215.5% | $4,876+203.8% |
| Participant deferral / active EE | $13,160 | $6,630+98.5% | $6,247+110.7% | $5,439+142.0% |
| Admin fee / account holder | $2,080 | $10,905-80.9% | $9,243-77.5% | $10,885-80.9% |