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 | $62,221 | $171,865-63.8% | $149,718-58.4% | $147,584-57.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.51% | 2113.22%-2101.7pp | 1501.63%-1490.1pp | 578.55%-567.0pp |
| Employer contribution / active EE | $5,819 | $6,275-7.3% | $5,445+6.9% | $4,876+19.3% |
| Participant deferral / active EE | $11,847 | $7,271+62.9% | $6,569+80.3% | $5,439+117.8% |
| Admin fee / account holder | $2,335 | $13,799-83.1% | $11,283-79.3% | $10,885-78.5% |