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 | $59,969 | $150,440-60.1% | $136,294-56.0% | $147,584-59.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.81% | 1049.08%-1025.3pp | 5155.94%-5132.1pp | 578.55%-554.7pp |
| Employer contribution / active EE | $13,649 | $5,256+159.7% | $4,695+190.7% | $4,876+179.9% |
| Participant deferral / active EE | $14,384 | $6,630+116.9% | $6,247+130.2% | $5,439+164.5% |
| Admin fee / account holder | $2,055 | $10,905-81.2% | $9,243-77.8% | $10,885-81.1% |