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 9-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 | $43,977 | $150,440-70.8% | $136,294-67.7% | $147,584-70.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.04% | 1049.08%-1035.0pp | 5155.94%-5141.9pp | 578.55%-564.5pp |
| Employer contribution / active EE | $2,710 | $5,256-48.4% | $4,695-42.3% | $4,876-44.4% |
| Participant deferral / active EE | $6,481 | $6,630-2.3% | $6,247+3.7% | $5,439+19.2% |
| Admin fee / account holder | $12,521 | $10,905+14.8% | $9,243+35.5% | $10,885+15.0% |