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 | $34,460 | $150,440-77.1% | $136,294-74.7% | $147,584-76.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.39% | 1049.08%-1035.7pp | 5155.94%-5142.5pp | 578.55%-565.2pp |
| Employer contribution / active EE | $2,309 | $5,256-56.1% | $4,695-50.8% | $4,876-52.6% |
| Participant deferral / active EE | $8,249 | $6,630+24.4% | $6,247+32.0% | $5,439+51.7% |
| Admin fee / account holder | $7,865 | $10,905-27.9% | $9,243-14.9% | $10,885-27.8% |