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 | $29,485 | $150,440-80.4% | $136,294-78.4% | $147,584-80.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 2046.10% | 1049.08%+997.0pp | 5155.94%-3109.8pp | 578.55%+1467.5pp |
| Employer contribution / active EE | $5,355 | $5,256+1.9% | $4,695+14.0% | $4,876+9.8% |
| Participant deferral / active EE | $5,432 | $6,630-18.1% | $6,247-13.0% | $5,439-0.1% |
| Admin fee / account holder | $475 | $10,905-95.6% | $9,243-94.9% | $10,885-95.6% |