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 | $109,503 | $150,440-27.2% | $136,294-19.7% | $147,584-25.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.87% | 1049.08%-1033.2pp | 5155.94%-5140.1pp | 578.55%-562.7pp |
| Employer contribution / active EE | $10,868 | $5,256+106.8% | $4,695+131.5% | $4,876+122.9% |
| Participant deferral / active EE | $16,275 | $6,630+145.5% | $6,247+160.5% | $5,439+199.2% |
| Admin fee / account holder | $805 | $10,905-92.6% | $9,243-91.3% | $10,885-92.6% |