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 | $91,926 | $150,440-38.9% | $136,294-32.6% | $147,584-37.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.33% | 1049.08%-1032.8pp | 5155.94%-5139.6pp | 578.55%-562.2pp |
| Employer contribution / active EE | $2,707 | $5,256-48.5% | $4,695-42.4% | $4,876-44.5% |
| Participant deferral / active EE | $7,596 | $6,630+14.6% | $6,247+21.6% | $5,439+39.7% |
| Admin fee / account holder | $10,826 | $10,905-0.7% | $9,243+17.1% | $10,885-0.5% |