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 | $124,775 | $158,817-21.4% | $121,196+3.0% | $135,375-7.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | 293.59% | -0.64%+294.2pp | 16.93%+276.7pp | 519.73%-226.1pp |
| Employer contribution / active EE | $1,311 | $5,665-76.9% | $4,022-67.4% | $4,779-72.6% |
| Participant deferral / active EE | $5,010 | $4,005+25.1% | $3,344+49.8% | $5,609-10.7% |
| Admin fee / account holder | $404 | $6,512-93.8% | $5,019-92.0% | $10,827-96.3% |