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 | $71,535 | $202,318-64.6% | $172,739-58.6% | $152,861-53.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.28% | 1029.65%-1008.4pp | 802.84%-781.6pp | 345.32%-324.0pp |
| Employer contribution / active EE | $2,085 | $5,856-64.4% | $5,143-59.5% | $4,762-56.2% |
| Participant deferral / active EE | $12,691 | $5,948+113.4% | $5,198+144.2% | $5,850+116.9% |
| Admin fee / account holder | $544 | $17,109-96.8% | $13,954-96.1% | $11,596-95.3% |