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 | $59,901 | $109,817-45.5% | $98,442-39.2% | $167,490-64.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.60% | 1956.69%-1943.1pp | 1492.73%-1479.1pp | 478.56%-465.0pp |
| Employer contribution / active EE | $2,263 | $3,224-29.8% | $2,960-23.5% | $4,837-53.2% |
| Participant deferral / active EE | $3,916 | $4,673-16.2% | $4,276-8.4% | $6,341-38.2% |
| Admin fee / account holder | $2,000 | $6,753-70.4% | $5,949-66.4% | $12,309-83.8% |