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 | $136,933 | $150,440-9.0% | $136,294+0.5% | $147,584-7.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.02% | 1049.08%-1035.1pp | 5155.94%-5141.9pp | 578.55%-564.5pp |
| Employer contribution / active EE | $13,194 | $5,256+151.0% | $4,695+181.0% | $4,876+170.6% |
| Participant deferral / active EE | $8,008 | $6,630+20.8% | $6,247+28.2% | $5,439+47.2% |
| Admin fee / account holder | $699 | $10,905-93.6% | $9,243-92.4% | $10,885-93.6% |