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 | $39,004 | $171,865-77.3% | $149,718-73.9% | $147,584-73.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 10.78% | 2113.22%-2102.4pp | 1501.63%-1490.8pp | 578.55%-567.8pp |
| Employer contribution / active EE | $5,805 | $6,275-7.5% | $5,445+6.6% | $4,876+19.0% |
| Participant deferral / active EE | $5,837 | $7,271-19.7% | $6,569-11.1% | $5,439+7.3% |
| Admin fee / account holder | $2,183 | $13,799-84.2% | $11,283-80.7% | $10,885-79.9% |