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 | $75,208 | $150,440-50.0% | $136,294-44.8% | $147,584-49.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.93% | 1049.08%-1035.2pp | 5155.94%-5142.0pp | 578.55%-564.6pp |
| Employer contribution / active EE | $13,220 | $5,256+151.5% | $4,695+181.6% | $4,876+171.1% |
| Participant deferral / active EE | $6,911 | $6,630+4.2% | $6,247+10.6% | $5,439+27.1% |
| Admin fee / account holder | $869 | $10,905-92.0% | $9,243-90.6% | $10,885-92.0% |