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 | $37,173 | $202,318-81.6% | $172,739-78.5% | $152,861-75.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.73% | 1029.65%-1007.9pp | 802.84%-781.1pp | 345.32%-323.6pp |
| Employer contribution / active EE | $8,201 | $5,856+40.0% | $5,143+59.5% | $4,762+72.2% |
| Participant deferral / active EE | $3,667 | $5,948-38.4% | $5,198-29.5% | $5,850-37.3% |
| Admin fee / account holder | $626 | $17,109-96.3% | $13,954-95.5% | $11,596-94.6% |