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 | $73,974 | $150,440-50.8% | $136,294-45.7% | $147,584-49.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 29.61% | 1049.08%-1019.5pp | 5155.94%-5126.3pp | 578.55%-548.9pp |
| Employer contribution / active EE | $11,081 | $5,256+110.8% | $4,695+136.0% | $4,876+127.2% |
| Participant deferral / active EE | $11,018 | $6,630+66.2% | $6,247+76.4% | $5,439+102.6% |
| Admin fee / account holder | $2,501 | $10,905-77.1% | $9,243-72.9% | $10,885-77.0% |