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 | $43,330 | $150,440-71.2% | $136,294-68.2% | $147,584-70.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 46.34% | 1049.08%-1002.7pp | 5155.94%-5109.6pp | 578.55%-532.2pp |
| Employer contribution / active EE | $13,312 | $5,256+153.3% | $4,695+183.5% | $4,876+173.0% |
| Participant deferral / active EE | $10,817 | $6,630+63.1% | $6,247+73.2% | $5,439+98.9% |
| Admin fee / account holder | $517 | $10,905-95.3% | $9,243-94.4% | $10,885-95.2% |