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 | $130,423 | $171,865-24.1% | $149,718-12.9% | $147,584-11.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.69% | 2113.22%-2100.5pp | 1501.63%-1488.9pp | 578.55%-565.9pp |
| Employer contribution / active EE | $2,444 | $6,275-61.1% | $5,445-55.1% | $4,876-49.9% |
| Participant deferral / active EE | $6,239 | $7,271-14.2% | $6,569-5.0% | $5,439+14.7% |
| Admin fee / account holder | $8,351 | $13,799-39.5% | $11,283-26.0% | $10,885-23.3% |