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 | $89,119 | $150,440-40.8% | $136,294-34.6% | $147,584-39.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.13% | 1049.08%-1036.9pp | 5155.94%-5143.8pp | 578.55%-566.4pp |
| Employer contribution / active EE | $5,274 | $5,256+0.3% | $4,695+12.3% | $4,876+8.2% |
| Participant deferral / active EE | $20,037 | $6,630+202.2% | $6,247+220.7% | $5,439+268.4% |
| Admin fee / account holder | $649 | $10,905-94.0% | $9,243-93.0% | $10,885-94.0% |