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 | $59,960 | $171,865-65.1% | $149,718-60.0% | $147,584-59.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.19% | 2113.22%-2096.0pp | 1501.63%-1484.4pp | 578.55%-561.4pp |
| Employer contribution / active EE | $3,773 | $6,275-39.9% | $5,445-30.7% | $4,876-22.6% |
| Participant deferral / active EE | $7,596 | $7,271+4.5% | $6,569+15.6% | $5,439+39.7% |
| Admin fee / account holder | $2,052 | $13,799-85.1% | $11,283-81.8% | $10,885-81.2% |