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 | $36,759 | $150,440-75.6% | $136,294-73.0% | $147,584-75.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.74% | 1049.08%-1029.3pp | 5155.94%-5136.2pp | 578.55%-558.8pp |
| Employer contribution / active EE | $1,064 | $5,256-79.8% | $4,695-77.3% | $4,876-78.2% |
| Participant deferral / active EE | $11,628 | $6,630+75.4% | $6,247+86.1% | $5,439+113.8% |
| Admin fee / account holder | $570 | $10,905-94.8% | $9,243-93.8% | $10,885-94.8% |