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 7-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 | $158,770 | $202,318-21.5% | $172,739-8.1% | $152,861+3.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 0.00% | 1029.65%-1029.7pp | 802.84%-802.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $18,845 | $5,856+221.8% | $5,143+266.4% | $4,762+295.7% |
| Participant deferral / active EE | $19,900 | $5,948+234.6% | $5,198+282.9% | $5,850+240.2% |
| Admin fee / account holder | $583 | $17,109-96.6% | $13,954-95.8% | $11,596-95.0% |