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 | $51,869 | $171,865-69.8% | $149,718-65.4% | $147,584-64.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 24.72% | 2113.22%-2088.5pp | 1501.63%-1476.9pp | 578.55%-553.8pp |
| Employer contribution / active EE | $2,831 | $6,275-54.9% | $5,445-48.0% | $4,876-41.9% |
| Participant deferral / active EE | $2,754 | $7,271-62.1% | $6,569-58.1% | $5,439-49.4% |
| Admin fee / account holder | $19,191 | $13,799+39.1% | $11,283+70.1% | $10,885+76.3% |