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 | $85,908 | $171,865-50.0% | $149,718-42.6% | $147,584-41.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.42% | 2113.22%-2097.8pp | 1501.63%-1486.2pp | 578.55%-563.1pp |
| Employer contribution / active EE | $2,728 | $6,275-56.5% | $5,445-49.9% | $4,876-44.0% |
| Participant deferral / active EE | $4,165 | $7,271-42.7% | $6,569-36.6% | $5,439-23.4% |
| Admin fee / account holder | $24,077 | $13,799+74.5% | $11,283+113.4% | $10,885+121.2% |