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 | $80,204 | $171,865-53.3% | $149,718-46.4% | $147,584-45.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.71% | 2113.22%-2097.5pp | 1501.63%-1485.9pp | 578.55%-562.8pp |
| Employer contribution / active EE | $8,691 | $6,275+38.5% | $5,445+59.6% | $4,876+78.2% |
| Participant deferral / active EE | $8,574 | $7,271+17.9% | $6,569+30.5% | $5,439+57.6% |
| Admin fee / account holder | $14,596 | $13,799+5.8% | $11,283+29.4% | $10,885+34.1% |