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 | $78,142 | $171,865-54.5% | $149,718-47.8% | $147,584-47.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.00% | 2113.22%-2100.2pp | 1501.63%-1488.6pp | 578.55%-565.5pp |
| Employer contribution / active EE | $5,801 | $6,275-7.6% | $5,445+6.5% | $4,876+19.0% |
| Participant deferral / active EE | $11,509 | $7,271+58.3% | $6,569+75.2% | $5,439+111.6% |
| Admin fee / account holder | $4,126 | $13,799-70.1% | $11,283-63.4% | $10,885-62.1% |