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 | $97,125 | $150,440-35.4% | $136,294-28.7% | $147,584-34.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.19% | 1049.08%-1032.9pp | 5155.94%-5139.7pp | 578.55%-562.4pp |
| Employer contribution / active EE | $2,311 | $5,256-56.0% | $4,695-50.8% | $4,876-52.6% |
| Participant deferral / active EE | $4,918 | $6,630-25.8% | $6,247-21.3% | $5,439-9.6% |
| Admin fee / account holder | $6,193 | $10,905-43.2% | $9,243-33.0% | $10,885-43.1% |