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 | $46,824 | $171,865-72.8% | $149,718-68.7% | $147,584-68.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 21.31% | 2113.22%-2091.9pp | 1501.63%-1480.3pp | 578.55%-557.2pp |
| Employer contribution / active EE | $5,941 | $6,275-5.3% | $5,445+9.1% | $4,876+21.8% |
| Participant deferral / active EE | $9,545 | $7,271+31.3% | $6,569+45.3% | $5,439+75.5% |
| Admin fee / account holder | $4,708 | $13,799-65.9% | $11,283-58.3% | $10,885-56.8% |