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 | $87,287 | $150,440-42.0% | $136,294-36.0% | $147,584-40.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.77% | 1049.08%-1031.3pp | 5155.94%-5138.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $1,885 | $5,256-64.1% | $4,695-59.9% | $4,876-61.3% |
| Participant deferral / active EE | $6,770 | $6,630+2.1% | $6,247+8.4% | $5,439+24.5% |
| Admin fee / account holder | $8,279 | $10,905-24.1% | $9,243-10.4% | $10,885-23.9% |